InvestmentNews

Direct indexing reshapes tax-efficient investing

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...
InvestmentNews

Direct indexing as an investment strategy

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...
WealthManagement.com

CLS Investments Launches Five New Direct Indexed Strategies

CLS Investments is launching five new direct indexed strategies for advisors who use its sister platform, FTJ FundChoice, a turnkey asset management program. Three of CLS’s strategies are direct ...
Nasdaq

SEI Unveils New Direct Index and Factor Investment Strategies

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...
Nasdaq

Building a Direct-to-Consumer Strategy: Mapp & VTEX Launch an Interactive Guide for Successful DTC Marketing

SAN DIEGO and NEW YORK, Nov. 23, 2021 /PRNewswire/ -- The international provider of insight-led customer experiences, Mapp, and the world's fastest-growing commerce platform, VTEX, are launching the ...