How Advisors Use Direct Indexing to Attract, Retain Clients

Thanks to the evolution of the internet and social media, today’s retail investors have access to an increasing amount of investment analytics, news, and research. Many of those resources are free. Registered investment advisors are encountering an increasingly sophisticated group of clients and prospective clients. One way advisors can meet the demands of today’s more [...] The post How Advisors Use Direct Indexing to Attract, Retain Clients appeared first on ETF Trends .