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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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Morgan Stanley, Interactive Brokers Face U.S. Scrutiny, WSJ Says

U.S. looking into alleged fraudulent contracts of Venezuelan oil company before laundering the money through overseas accounts, including in the U.S.

Mutual Funds

Cathie Wood Flagship Sees Highest Quarterly Outflow on Record

Investors are turning their back on is high growth tech stocks.

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Citron Research Shortseller Andrew Confronts Evergrande’s Debt Crisis

Left, founder Citron Research, was banned from trading in Hong Kong market after releasing 2012 report that Evergrande predicted to go bankrupt soon.

Estate Planning

Post Pandemic Estate Planning Companies Are Making Their Headway into the Mainstream

Is Death Trending This Season?! Post Pandemic Estate Planning Companies Are Making Their Headway into the Mainstream

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

The Trust Advisor

Meet Rob Reiner’s Four Children Who Will Inherit His $200 Million Fortune, His Murder Suspect Nick Reiner Is One Of Them

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?

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