The Wealth Advisor Solves Wealth Manager Education Gap With New Direct Indexing Guide
SANTA MONICA, Calif., June 1, 2023 /PRNewswire/ -- In a market environment dominated by passively indexed solutions and starved for gross investment returns, U.S. wealth managers are now receptive to the concept of "direct indexing" their client portfolios for customization and tax sensitivity even if most retail advisors still struggle with details of partner choice and execution.