Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

“Diversify, diversify, diversify!” This concept has become a basis of contemporary portfolio philosophy. Most registered reps are helping their clients achieve some degree of diversification – but ...

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 ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...

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.

CAPTRUST Financial Advisors, the largest RIA firm by assets in Financial Advisor’s 2024 ranking, has announced a partnership with Eaglebrook Advisors, a crypto investment platform, to give advisors ...

There is a growing trend in which Family Offices are directly buying or investing in private companies, as opposed to allocating capital at arm’s length to managers of private equity funds. The trend ...

TORONTO, Feb. 9, 2026 /CNW/ - RBC Direct Investing is changing the way Canadians invest with the launch of GoSmart, a new mobile-based solution designed to empower new and aspiring self-directed ...