NDVR, a Wealth Optimization firm, recently unveiled NDVR Unified Equity, an actively managed personalized indexing strategy. NDVR, which was created by a team of Quant Ph. D.s and technology ...

Everyday investors now enjoy many of the benefits once saved only for professional Wall Street-ers. Investing giants like Charles Schwab and Fidelity are getting in on the action lately by offering ...

Please provide your email address to receive an email when new articles are posted on . If you are a physician who follows the financial media, amid the stories of gloom and doom, you have likely ...

Please provide your email address to receive an email when new articles are posted on . If you are an orthopedist who follows the financial media, amid the stories of gloom and doom, you have likely ...

Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities, is ...

BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Natixis Investment Managers Solutions is celebrating the 20-year anniversary of its AIA S&P 500® direct indexing strategy. Launched in November 2002, Active ...

FLOT tracks the Bloomberg US Floating Rate Note 5 Years Index, focusing on USD-denominated, investment-grade floating rate bonds. The ETF employs an indexing strategy, aiming to match index ...