Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
Direct indexing likely resonates with wirehouse advisors because it is an approach designed for ultra-high-net-worth clients that are most frequently found in the channel.
Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
When crafting fintech solutions in these markets, it will be important for both asset managers and third-party providers to keep in mind advisors’ preferences and concerns. Ease of use was top of mind for the vast majority of advisors surveyed.