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First Trust buys Veriti to seize direct indexing void after big players made early purchases of similar startups, then never did much marketing to follow through

First Trust Capital Partners quietly rose to become the No. 6 ETF provider with a DFA-like approach of high-touch RIA field sales and factor investing; sees a similar opportunity with direct investing.

Author Brooke Southall July 6, 2022 at 4:18 PM
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Ryan Issakainen: We won't put a square peg into a round hole.

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