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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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Economy

Bank Of America: Nearly One-Third Of Low-Income US Households Are Living Paycheck To Paycheck

More Americans are living paycheck to paycheck, largely because lower-income earners spend most of their money to cover essentials.

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‘Big Short’ Investor Michael Burry Accuses AI Hyperscalers Of Artificially Boosting Earnings

Michael Burry is accusing some of America’s largest technology companies of using aggressive accounting to pad their profits.

The Trust Advisor

Singapore Businessman Cancels $9M Divorce Deal After Discovering First-Born Child Is Not His

A businessman nullified a $9.3 million divorce settlement after discovering he wasn't the biological father of his ex-wife's first child.

The Trust Advisor

Why Americans On The Move Need To Stop And Review Their Estate Planning Documents

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents.

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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

Bullish Equity Analyst Consensus Is A Worry For Some Investors

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