As investors look for innovative investment strategies that suit their tastes and preferences, asset managers have come to market with new solutions to ensure they are meeting clients where they want to be met. Recently, there has been buzz around direct indexing and customization. The term “direct indexing” is essentially a new spin on separately managed accounts – a well-known investment structure that has been around for decades.
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Should I be worried by the recent banking turmoil’s impact on the stock market?
March 2023 was a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called