Insight
Direct Indexing: Unlocking SMArt Possibilities
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.
10/15/2024
7 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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