If you’re a financial adviser who is not yet familiar with the concept of direct indexing, you are dangerously close to falling behind the curve. Seemingly from out of nowhere, and riding on a wave of ...

Savvy Wealth, a venture capital-backed New York–based registered investment advisor that had $100 million in assets as of the end of 2022, has rolled out a new direct indexing tool that allows its ...

Direct indexing was one of the hottest topics in the financial services industry last year. The strategy has typically only been utilized by wealthy clients with complex portfolios, but that’s a ...

Alphathena, an AI-powered, software-as-a-service platform that can build bespoke portfolios in a matter of minutes, has secured $4 million in a venture capital funding round led by ETFS Capital, a ...

Building wealth has grown more accessible than ever thanks to declining trading costs. Many brokerage firms already offer zero-commission online and exchange-traded fund (ETF) trading. Financial giant ...