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

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

ETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.

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Read the full article at Kiplinger →

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