direct indexing

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

Photo via Rafael Henrique/ZUMAPRESS/Newscom

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read

Photo by Nicholas Cappello via Unsplash

ETF Upside

Direct Indexing’s Not Exactly an ‘ETF Killer’

The strategy opened up new personalized indexes to investors, but it still remains a niche service, according to new research.

2 min read

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