Direct investing offers individuals the opportunity to manage their own portfolios, make decisions without intermediaries, and potentially earn higher returns. It’s a popular choice among investors ...

Interest in direct indexing has become white hot since the recent acquisitions of Eaton Vance / Parametric by Morgan Stanley and Aperio by Blackrock. With direct indexing, one buys the individual ...

Neuberger Berman has introduced a tax-managed long-short equity strategy within its Custom Direct Investing platform, expanding the options available to wealth managers serving high-net-worth clients.

Direct investor platforms are rising, while traditional wirehouses continue to lose market share, according to a recent Cerulli Associates report, "The State of U.S. Retail and Institutional Asset ...

Investing directly, operating in real estate or operating businesses is an increasingly important focus for many family offices. While specific mandates vary from family to family, here are 10 common ...

In 2001, BSE had about 2,127 listed companies. Fast forward to 2025, that number has swelled past 5,600+. More choices should mean more opportunity. Instead, it has created a paradox of choice.