Why Direct Indexing is the New Killer App for Advisors

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Why Direct Indexing is the New Killer App for Advisors

Michael Batnick says he knew from the start that direct indexing was going to transform his firm, New York City-based Ritholtz Wealth Management, where he is director of research. Our firm was prominently featured in Barron’s this weekend discussing how and why advisors are using direct indexing strategies to enhance their wealth management services for clients. There are tax management benefits, customization benefits, ESG benefits and the ability to do things for diversification that you simply cannot do with ETFs. You can read the whole story at the link below:Why Advisors Are Adopting Direct Indexing Now (Barron’s)Talk to us about your financial plan and portfolio today. You can also listen to Patrick and I discuss direct (custom) indexing and his platform, Canvas, here.

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