Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
"Personality traits are more important than the technical aspect," one CEO said.
Advisors highlight strategies to help their clients with debt management.
Experts say the best way to participate is through education, appreciated stocks, and IRAs.
"Everybody wants to win, but everybody can't win. It was just a privilege to be nominated," one finalist said.
Investors should "stay light on your feet," the head of US fixed income at RBC says.
"Cash options are in use because people don't know that there's a better option," one fintech CEO said.
“If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at risk,” Vanilla's CEO said.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”
