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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.

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At the parabolic top of every financial bubble, thrilled investors lose their tether to reality

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Why Buffett Was Wrong To Dump Airlines

Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry.

Commentaries

Mark Cuban: How The Economy Gets Back On Track

Cuban says the U.S. needs to create short-term consumer demand to get back on track and "the only way we’re going to do that is by creating jobs."

Commentaries

Cooperman: Why Should I Buy If Buffett Isn't?

Warren Buffett and Charlie Munger's dearth of stock purchases during the coronavirus sell-off is a red flag for investors, the billionaire says.

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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

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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