Direct Indexing has become a bit of a buzzword in the financial press. It sounds interesting, but do you really understand the power and potential applications of Direct Indexing for your clients? How can you differentiate your practice and gain value with this unique investment solution when used within a UMA?
Let’s Stop Talking About Direct Indexing and Start Talking About Solutions
By Adhesion Wealth, An AssetMark Company
By Adhesion Wealth, An AssetMark Company