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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

FTSE Russell: Advisors View Direct Indexing As “Essential” To Remain Competitive

FTSE Russell, the global index provider, has announced the findings from its second annual direct indexing survey. The results, based on the responses of over 400 financial advisors, suggested strong growth for direct indexing. The report provides insights that could help mitigate barriers to adoption and uncovers different advisor perceptions by age and channels.