Insight
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.
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.