As investment management becomes "commoditized" more and more advisors will offer nearly identical baskets of low-cost ETFs. The create-your-own index strategy can put you back in the driver’s seat, says FTJ FundChoice's Dean Cook.

Reduced fears of a recession have helped lift bank stocks.

CLS is launching direct indexing to provide tax-loss harvesting opportunities for advisors using FTJ FundChoice.

Investor- and trader-focused social network Stocktwits will be launching a commission-free trading app by the end of June.

ETFs disrupted mutual funds by offering something a little bit better. Now ETFs face disruption because direct indexing offers several new features that make them much better.

Look for market clues in lower-grade debt.

Real interest rates are breaking upward.

Review this checklist to help source businesses with management teams that have an interest in the company’s performance.