Investment Product & Service Launches
FuturePlan/Ascensus and Voya launch employer-aggregated plan; Broadridge and Paychex partner on small 401(k) retirement plan solution; Savvy Wealth launches direct...
Tag: Direct Indexing
Direct Indexing Drumbeat Continues with Morningstar Adviser Offering
Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in...
Fidelity Offers Direct Indexing Products Touting More Personalized Investment Options
Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing.