If mutual funds are like mix tapes and exchange-traded funds are like the deejay machines that made an appearance in mall record stores for a few years, a financial-services innovation called direct indexing is Spotify or Pandora: personal, technolog...
Shares of Caterpillar Inc. fell on Friday, reversing early gains following the construction and mining equipment maker’s post-earnings conference call with analysts, in which the company provided a downbeat outlook with regard to dealer invento...