Why you’re wrong about direct indexing
The strategy is meant to help advisors more precisely tailor a portfolio to a client's unique circumstances.
Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed clients’ direct indexing assets for the last decade, here are some common criticisms — and my though
Learn more about reprints and licensing for this article.