Fidelity Investments is banking on an appetite for direct indexing among financial advisers who custody client assets with the company. On Monday, the financial services conglomerate announced that it ...

Building wealth has grown more accessible than ever, thanks to declining trading costs and fractional share investing. Many brokerage firms already offer zero-commission online and exchange-traded ...

Could Fidelity be the next major financial services company to offer direct indexing for advisors? It seems likely. This September the asset management/brokerage behemoth began offering fractional ...

In keeping with an industry-wide trend, Fidelity Investments is expanding its direct indexing lineup. The company announced Monday the launch of Fidelity Institutional Custom Separately Managed ...

Fidelity is about to take direct indexing to a whole new level. The asset manager/custodian/broker-dealer is launching its new Fidelity managed FidFolios product ...

Fidelity Investments said Monday it has expanded its direct index offerings with the launch of a separately managed account (SMA) lineup available for wealth management firms and institutions. Want ...

The proliferation of direct indexing continues as Smartleaf Asset Management’s sub-advisory service is now available on Fidelity’s Institutional Separate Account Network. The service enables advisors ...