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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

Bullish Equity Analyst Consensus Is A Worry For Some Investors

Wall Street equity forecasters are famously bullish, but their current level of optimism for 2026 is cause for worry among some market watchers.

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.

Recent

News

Stimulus Update: White House’s Meadows Says He’s Reached Out To Pelosi To Restart Talks

So far there isn’t any concrete indication from either side that talks will start up again in the near future. 

News

Powell expected to begin laying out Fed's new monetary policy approach

With tens of millions out of work and the presidential election campaign fast underway, the Fed is looking to completely transform its monetary policy

Future of Wealth

Siegel: A ‘powerful force’ will determine what happens next in the stock market, Wharton professor predicts

Jeremy Siegel has a bullish market outlook despite the potential for a surge in coronavirus cases.

Future of Wealth

COVID-19 will make the 60-plus generation more powerful than ever

By 2030 the population above age 60 will have grown so much that they will outnumber other generations in the US, China, and Europe.

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FundFocus

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

Washington Wire

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

Real Estate

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

Retirement Channel

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

FundFocus

At Goldman And Citadel Securities, The Santa Rally Has Believers

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