While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.

Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.03 billion firm’s model portfolios and impact investing philosophy.

It almost always pays to be positive. 

The influence of active management on Morningstar’s Style Box.

It could lead to lower equity returns for Investors.

A diversified portfolio across the public and private markets remains the optimal means of achieving long-term returns for multi-generational investors.