Windows 11 now comes with Semantic Indexing with AI to make it easier to find files and settings by using a description instead of the actual names.

Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to ...

Direct indexing is one way a high-net-worth investor can lighten their tax drag. But is it the right move? How can an investor decide if direct indexing or index ETFs is the best way to improve ...

How Tax-Management Options Are Expanding Firms are leveraging the technology used for direct indexing to make your portfolio more tax-efficient.

After that, click on the Indexing Options. Alternatively, you can also use the Search box of Windows 11/10, type indexing options, and hit the Enter key. This will open the Indexing Options window.

SEI has expanded its suite of Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs) by introducing new strategies focused on direct indexing and factor-based investments. These ...

Further strengthens Canvas as a leading platform for personalized and tax-managed investment solutions The new strategies will be managed by the Franklin Managed Options Strategies Team (MOST ...