Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

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 ...

If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

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 ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...