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 ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

With Q3 revenue relatively flat at $12.4 billion, Nike is pivoting on its consumer direct strategy. CEO John Donahoe kicked off the brand’s earnings call Thursday with a promise to fix the company’s ...

CLS Investments is launching five new direct indexed strategies for advisors who use its sister platform, FTJ FundChoice, a turnkey asset management program. Three of CLS’s strategies are direct ...

A new investment strategy is slowly making its way to Main Street investors as technology improves and lowers trading costs. Instead of trying to match the performance of a stock index by buying ...