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 ...
Friday, June 26, 2026
Tag: indexing
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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