Global asset manager Nuveen agreed to acquire investment advisor Brooklyn Investment Group, along with its parent,…
Tag: Indexing
Goldman Sachs Enhances Direct Indexing with ETF Look-Through Feature
Goldman Sachs Asset Management has introduced a new feature on its Goldman Sachs Tax-Advantaged Core Strategies…
Direct indexing keep clients invested in volatile markets
“Everyone has a plan until they get punched in the face.” — Mike Tyson Advisors are…
RIAs More Hesitant on Direct Indexing Than Wirehouse Peers
Registered investment advisors are more hesitant to use direct indexing than their wirehouse peers for reasons…
Betterment Acquires Direct Indexing Provider Rowboat Advisors
Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct…