A major trend in wealth management is the rise of customized products and services. Direct indexing is essentially a personalized equity or bond index. In terms of benefits, direct indexing gives more ...

Direct investing offers individuals the opportunity to manage their own portfolios, make decisions without intermediaries, and potentially earn higher returns. It’s a popular choice among investors ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...