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The obscure strategy that became a $1 trillion opportunity

The rise of direct indexing

How technological innovations, market forces and changing investor preferences combined to bring a millionaire’s strategy to everyday investors.

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12 acquisitions that pushed direct indexing into the mainstream

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

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5 questions on Fidelity’s new retail direct indexing product

Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.

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This is also the last week to register for an exclusive roundtable and Q&A with our Editor-in-Chief. If you subscribe today at 20% off you will be invited to this discussion about the impact on wealth management and retirement planning that the ongoing crisis in Ukraine will have.

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