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Direct indexing is the big thing these days. Where’s it headed?

Financial Planning

The leading resource of news, data and analysis for the wealth management industry.

发布日期: 2022年7月5日

Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?

We tackled that conversation at INVEST 2022 with Henry Lao of Mercer Advisors, Doug Scott of Ethic, and Tuppence Russo of AllianceBernstein. Watch here.

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