Can Cash Management Be Automated?
Why cash management is a problem. Why direct indexing makes it worse. And how automation ...Start Reading
Direct Indexing FAQ
A Q&A on direct indexingStart Reading
The Direct Index Domino Effect
Replacing ETFs and mutual funds is only the beginning of how direct indexes will change ...Start Reading
The Direct Index Arms Race. And You.
What BlackRock’s purchase of Aperio and Morgan Stanley’s purchase of Eaton ...Start Reading
Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFsStart Reading
Why Not Direct Indexes?
A look at common objections to direct indexingStart Reading
Jack Bogle, Smartleaf, and the Low Cost Revolution
Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.Start Reading
Video: Direct Indexes Are Better Than ETFs
Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.Start Reading
The Buffett Bet and Direct Indexes
Buffett could have done even better.Start Reading
Direct Indexes: Cheaper than ETFs?
Direct Indexes are less expensive than ETFs to launch and maintain.Start Reading
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