Gaining Perspective

Direct indexing has gathered a lot of buzz in the headlines and for good reasons; this advancement makes it possible for advisors to customize their clients' portfolios down to the individual security level. Direct indexing offers tax efficiency benefits and granular customization that ETFs can't match. But there's a tradeoff; it's not as accessible, requires account minimums, and is more work for investors to manage. Rahul Sen Sharma is here to discuss whether direct indexing has bright future, or whether ETFs will remain the preferred vehicle given their ease-of-access and hands-off management.

Show Notes

Direct indexing has gathered a lot of buzz in the headlines and for good reasons; this advancement makes it possible for advisors to customize their clients' portfolios down to the individual security level. Direct indexing offers tax efficiency benefits and granular customization that ETFs can't match. But there's a tradeoff; it's not as accessible, requires account minimums, and is more work for investors to manage. Rahul Sen Sharma is here to discuss whether direct indexing has bright future, or whether ETFs will remain the preferred vehicle given their ease-of-access and hands-off management.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.