When direct indexing is the wrong fit for your client
Intense Life Desires Once a niche strategy for high net worth investors, direct indexing is now mainstream, with...
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IRS ends Direct File program
The Internal Revenue Service has shut down its Direct File free tax-filing program, sending an...
Direct platform assets rise over 8%
Top 5 direct platforms by gross and net sales, Q2 2025, Fundscape Direct platform assets...
Why direct indexing is gaining ground with some advisors
On one end of the spectrum is passive investing; on the other, active. And somewhere...