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Direct Indexing: Evolution of Wealth Management

While direct indexing is not new, it’s historically been reserved for high-net-worth clients. Thanks to advancements in trading technology and lower fees, it’s become more accessible for advisors and their clients.

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7/26/2023

8 min read


Topic

Tax Management

Key takeaways

  • Direct indexing is a compelling and personalized form of index investing that is well positioned to help drive the evolution of wealth management.
  • Enhanced technology, reduced trading fees, streamlined trading platforms, and accessible products have made direct indexing a more viable option for all types of investors.
  • Investors may find direct indexing an appealing option due to its enhanced customization and tax management capabilities.
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