Trump’s 927-page disclosure is just a normal Tuesday for direct indexing and crypto wealth managers
President Donald Trump’s latest financial disclosure has drawn attention for its sheer scale: thousands of stock trades, over $1 billion ...
Thursday, July 16, 2026
Tag: indexing
Don’t Blame Indexing for Your Problems
Has the rise of passive investing broken the stock market? Is the level of passive ownership too high? No. There ...
When direct indexing is the wrong fit for your client
Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing ...
Is Wealthsimple’s new direct indexing worth it?
Back in December 2025, I looked at one of those launches: physical gold trading. The conclusion was “it depends.” If your ...
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