Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

SAN DIEGO and NEW YORK, Nov. 23, 2021 /PRNewswire/ -- The international provider of insight-led customer experiences, Mapp, and the world's fastest-growing commerce platform, VTEX, are launching the ...

With Q3 revenue relatively flat at $12.4 billion, Nike is pivoting on its consumer direct strategy. CEO John Donahoe kicked off the brand’s earnings call Thursday with a promise to fix the company’s ...

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...

Once you’ve identified your audience and refined your message, your design strategy becomes the difference between a mail piece that performs and one that gets ignored. Images, fonts, layout, copy, ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...

July might be peak summer, but for marketers, it’s the perfect time to start planning your fall direct mail campaigns. Fall brings a shift in mood, attention, and buying behavior. It’s a season rich ...

The US App Store has been cracked open following a judge's ruling to allow linkouts to alternative payment systems while also banning anti-steering measures. Meanwhile, Apple has been fined by the ...