RIA Labs – Direct Indexing
Direct indexing is increasingly seen as a game-changing investment strategy and a key aspect of an advisor’s portfolio management. However, despite the benefits, certain factors around implementation, maintenance, and investor suitability need to be considered. For the final edition of our 2024 RIA Lab series, we will shine spotlight on this important topic to dive deeper into what exactly direct indexing can achieve for your clients, the main advantages it can offer over traditional index funds, as well as exploring clear and practical use cases
Venue: Virtual
Direct indexing is increasingly seen as a game-changing investment strategy and a key aspect of an advisor’s portfolio management. However, despite the benefits, certain factors around implementation, maintenance, and investor suitability need to be considered. For the final edition of our 2024 RIA Lab series, we will shine spotlight on this important topic to dive deeper into what exactly direct indexing can achieve for your clients, the main advantages it can offer over traditional index funds, as well as exploring clear and practical use cases.
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