RIA custodian platform Altruist has launched personalized direct indexing with over 44 filters for advisors to dictate investment preferences for individual clients, coming four years after the ...

Wealthsimple's direct indexing brings a tax-saving investing strategy to a wider group of investors, but the number likely to benefit from it is still small. Wealthsimple, the country’s largest and ...

Direct indexing with private accounts has become an increasingly popular alternative to mutual funds and exchange traded funds for tax-sensitive investors seeking to harvest every possible tax loss in ...

BROWNSVILLE, TEXAS - NOVEMBER 19: President Donald Trump and Sen. Ted Cruz (R-TX) attend the launch of a SpaceX Starship rocket. Photo by Brandon Bell/Getty Images) Like the proverbial returning bad ...

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, ...

Amelia Furr is President of Morningstar Indexes. She oversees all aspects of Morningstar Indexes, including business development, customer success, sales operations, technology, operations, and ...