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Kiplinger
Kiplinger
Business
Paul R. Kenney Jr., CFA®

Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap

(Image credit: Getty Images)

Many advisers rely on ETFs and mutual funds to gain equity exposure, typically by allocating across broad categories, such as domestic and international, large‑cap and small‑cap stocks. While this approach is convenient, it introduces meaningful limitations.

Advances in direct indexing technology now address many of these issues, providing a compelling alternative to portfolios built with wrapped products.

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