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Mar 8, 2019

ETFs – Looking into the future

Well, it’s not often that I return from a conference with the distinct sense that a sea change may be upon us, but that is exactly how I feel as I reflect upon the annual Inside ETF conference.

Jan 31, 2018

The rising popularity of direct indexing among financial advisors

Direct indexing, a method for replicating the performance of an index by purchasing the underlying shares instead of buying an ETF or mutual fund is becoming increasingly popular among advisors. Advisors, and their clients, are drawn to this approach because of cost efficiencies, tax-harvesting benefits, and customization opportunities.


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