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Whereas know-how has enabled wealth managers to function extra effectively and scale their companies to serve extra purchasers, it has additionally introduced down the prices of many conventional funding companies – to the purpose that investing has change into largely commoditized. Digital platforms, “robo advisors,” and low cost brokers can supply a lot of the funding administration worth chain for “free” or subsequent to nothing.
So what’s the conventional advisor’s worth proposition on this new atmosphere? How can wealth managers ship and reveal the worth of considerate, customized portfolio development and administration within the shopper’s finest curiosity?
One strategy that continues to realize traction is direct indexing. Whereas most trade members have heard of this idea by now, widespread adoption has wanted to be quicker, with advisors citing time, know-how, and the required experience as obstacles.
This white paper discusses how direct indexing might help implement tax loss harvesting methods, accommodate particular person preferences, meet ESG investing objectives, and ship a personalised shopper expertise. It additionally previews a number of the applied sciences that corporations can leverage to offer differentiated choices.
Obtain the white paper to be taught extra.