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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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TAMPs

Mariner Now Supports Bitcoin SMA

Mariner Wealth Advisors now makes a Bitcoin SMA available to clients who want access to crypto currencies as part of their investment plan.

TAMPs

How TAMPs Help Advisors Grow Assets Faster Than Costs

Keeping the back office in house forces you to build out capacity before you capture new accounts. The TAMP advantage reverses that scale dynamic.

TAMPs

Are Your Clients Getting Superior Diversification?

Every day feels the same in passive portfolios. Market cycles and the random walk provide. But truly modern portfolio science deliver better outcomes.

Commentaries

Jamie Dimon Still No Bitcoin Fan (But Loves Blockchain)

No fuss, but the JPM CEO says Bitcoin is still not his “cup of tea" because of the way the currency's opacity defies anti money laundering standards.

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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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