For years, direct indexing has sometimes been restricted to giant portfolios because of the time, complexity, and prices concerned. That point is over.
With dramatic improvements in buying and selling and rebalancing expertise — advisors of all sizes can serve purchasers of any wealth stage by way of direct indexing.
For advisors who’re on the lookout for new and alternative routes to offer extra tailor-made portfolios at scale, direct indexing brings the flexibility to effectively deploy tax loss harvesting, accommodate a big legacy place, or handle an ESG mandate with out altering the chance profile of the portfolio.
On this white paper, you’ll be taught concerning the business and expertise evolution driving this motion and entry insights from prime advisors on how one can leverage direct indexing expertise and companies to:
- Carry scale to your operations
- Differentiate your agency
- Higher serve purchasers
Obtain the white paper to be taught extra.