lystn

Direct indexing. No longer an exclusive tool of the big-account investor, it’s rapidly working its way down the food chain. Now those with more modest sums to invest are able to employ it, too. But just because you can, does that mean you should? And if you’re an advisor, should you offer it and recommend it to your clients? Our panel covers topics such as the ways that personalization at scale can help advisors grow their business, how direct indexing can help with optimizing after-tax returns, and how advisors can use personalization to help match client ESG preferences with investments, creating stickier relationships along the way.