Over the coming years, Direct Indexing is expected to grow at a faster rate than traditional financial products such as mutual funds, exchange-traded funds (ETFs), and separate accounts.* But what does it have to do with you and your clients?
Direct indexing is the most powerful trend sweeping through the advisory profession. When done right, it lets clients build low-cost, tax-efficient, and highly customized portfolios. Those portfolios can track a broad market index or implement a factor-based strategy. They can follow an ESG or sustainability mandate. Here to discuss the latest developments in the direct indexing world are two members of Envestnet’s management team.
Join us as we share everything you need to know about the advisor’s answer to this: direct indexing. We’ll dive deep into why we believe this investment strategy is a trend that is here to stay and why it matters for advisors and all of their clients, not just high net worth.
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