5 direct indexing developments large wealth management firms should watch – Financial Planning

For the major part of its 30-year history, direct indexing has been a relatively obscure investment strategy primarily for ultrahigh net worth individuals.

But the tide has turned, with the approach making an impact in the market so much in the last two years that large wealth management firms have shown increasingly greater interest.

Here are five recent stories from Financial Planning about key developments in the direct indexing space.

Source: https://www.financial-planning.com/list/5-direct-indexing-developments-large-wealth-management-firms-should-watch