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 ...

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 ...

Franklin Templeton and Envestnet have expanded their previously announced partnership to give Envestnet’s advisors direct access to Franklin Templeton’s direct-indexing platform so they can build and ...

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 ...