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.

MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, according to SEC filings.

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads...