County commissioners in August largely hesitated to make a decision on indexing the tax on high earners, noting they lacked ...

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

President Trump this week raised the possibility of passing some type of legislation to stimulate economic growth, including mulling a temporary payroll tax cut and exploring lowering capital-gains ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

Enhanced indexing is a strategy to boost returns on a portfolio or index by blending passive and active management elements.

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...