The growing availability of trading data and information increasingly enables institutional investors and other market participants…
Tag: Indexing
Why direct indexing is gaining ground with some advisors
On one end of the spectrum is passive investing; on the other, active. And somewhere in…
Nuveen Acquires Brooklyn Investment Group to Boost Direct Indexing
Global asset manager Nuveen agreed to acquire investment advisor Brooklyn Investment Group, along with its parent,…
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…