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Lpl financial (lpla) unveils direct indexing investment strategy

To further enhance investment trading strategies, LPL Financial (LPLA) unveils direct indexing within i...

August 7, 2023, 9:08 am

Lpl adds direct indexing to its model wealth portfolios platform

New capability helps give advisors a competitive edge with potential for improved after-tax outcomes for clients CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE...

August 5, 2023, 5:00 pm

Direct indexing’s appeal isn’t limited to equities: allspring

As awareness grows and usage broadens, experts anticipate that direct indexed SMA assets could surpass $800 billion by 2026. Read Full Story at source...

July 28, 2023, 5:14 pm

Crf: better stay with the spy

The Cornerstone Total Return Fund has been underperforming the broad market, and its high dividends are not only entirely made from investment income ...

July 25, 2023, 11:30 pm

Preparing for upcoming qqq changes

In what amounts to some fun for indexing and something advisors and investors should be aware of, Nasda...

July 17, 2023, 12:35 pm

Djd vs. dogs of the dow

This article will pit DJD against a self-indexing even weighted "Dogs of the Dow" strategy and SCHD for...

July 7, 2023, 9:24 am

Passive indexing alternatives | part 1: hedge instead using etfs such as vtip

Passive indexing Alternatives | Part 1: Hedge Instead Using ETFs Such As VTIP...

July 6, 2023, 9:34 am

The etf universe is deep and diverse, and opportunity is everywhere – a look at some of the most interesting niche ideas out there - anheuser-busch inbev (nyse:bud), apple (nasdaq:aapl)

The biggest development in capital markets over the course of the last decade has been the explosion of indexi...

April 19, 2023, 10:53 am

Allan roth: is direct indexing better than etfs?

The devil is in the details—and the tax implications....

March 20, 2023, 8:19 pm

Schd: i concede, this dividend etf is the king

I am a habitual self indexer, using different value metrics and cloning strategies to build parts of my portfolio. I have all together avoided ETFs fo...

February 16, 2023, 1:40 pm

Sector shifts could affect these etfs

Shifts pertaining to the Global Industry Classification Standard (GICS®) system will be implemented on March 17, and for those out there that aren't ...

January 30, 2023, 9:18 am

Passive investing returns to vogue, goldman says

Low fees and market returns bringing investors back to indexing....

November 29, 2022, 1:06 am

Why this etf is my no. 1 recommendation for new investors

You don't have to settle for average market returns, even if you want the inherent safety of numbers and the simplicity of ...

June 26, 2022, 9:40 am

Starburst acquires data lake analytics accelerator varada to challenge snowflake

Starburst, the well-funded data warehouse analytics service and data query engine based on the open-source Trino project, today announced that it has ...

June 23, 2022, 7:00 am

Mongodb puts a spotlight on its developer data platform

At its annual MongoDB World conference, MongoDB today announced a series of updates to its eponymous database, including the addition of querying encr...

June 7, 2022, 9:00 am

Morningstar ceo's vision of ‘active personalization'

Chief executive Kunal Kapoor connects the concept's three pillars of returns, risk and sustainability to a direct ...

May 21, 2022, 5:29 pm

Etf prime: volatility, flows, and diversity

On this week's episode of ETF Prime, host Nate Geraci is joined by Lara Crigger, managing editor of ETF Trends and ETF Database, to discuss recently l...

April 5, 2022, 9:17 pm

What factor-based, active investing can offer your clients

Passive investing has long been a popular and successful approach to investing, but sometimes opportunities are lost in seeking to track an index due ...

March 31, 2022, 3:16 pm

Schwab (schw) introduces schwab personalized indexing

Charles Schwab (SCHW) announced the upcoming rollout of Schwab Personalized indexing, direct ...

March 31, 2022, 2:25 pm

Put financial science to work for your clients

indexing has its benefits, including broad diversification, greater transparency, and lower costs. Howe...

March 28, 2022, 4:59 pm


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