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How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask

by The Wealth Advisor Contributor
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation. And yet, despite all the momentum, adoption remains low. The issue isn’t the strategy of direct indexing itself, it’s how it’s delivered.

Featured

How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask

Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.

Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds

Most Americans aren't making end-of-year charitable giving plans, according to the results of a new AP-NORC poll.

Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies

Hedge funds last week sold more U.S. healthcare stocks than they bought for the ​first time in 14 weeks according to Goldman Sachs.

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Commentaries

Chasing 5% Yields (Or At Least Beating Inflation) Is Still Possible

The Fed's interventions in the Treasury market ensure that real yields are not only negative but unattractive as income instruments even on a coupon rate basis. There's little risk of losing your principal with the Fed poised to redeem your paper, but that's only peripheral comfort when your clients need the income.

The Trust Advisor

Led Zeppelin emerges victor in 'Stairway to Heaven' plagiarism case

Led Zeppelin effectively won a long-running legal battle over claims it stole the opening riff from its iconic 1971 song “Stairway to Heaven.”

The Trust Advisor

Why You Should Always Self-Report an Inheritance

Keep in mind that unexplained affluence poses just as much of a security risk as living beyond one’s means.

The Trust Advisor

Asset Protection Trusts And How They Work To Protect Your Wealth

For most people, thinking about their family’s financial future is something they usually take seriously.

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Analyst Who Nailed 2023 Bull Run Sets S&P 500 Target For 2026

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Fed Predictions for 2026: What Experts Say About the Possibility of Additional Rate Cuts

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Why This Billionaire Real Estate Developer Is Waving A Red Flag Over Data Centers

FundFocus

Bullish Equity Analyst Consensus Is A Worry For Some Investors

Retirement Channel

How Do Your 401(k) Balances Compare To The Average For People In Their 40s And 50s?

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