Sponsored by CLS Investments
The financial industry by nature is continuously shifting: as new strategies with new benefits emerge, they give financial advisors the opportunity to provide enhanced value for their clients, which in turn helps their firms stand out in a crowded market.
From mutual funds came ETFs, and from ETFs comes direct indexing, which may well be the financial industry’s latest revolution. More tax efficient and customizable than ETFs, direct indexing helps advisors generate tax alpha and may improve portfolio performance while still taking into consideration client preferences.
Direct indexing used to be reserved for high-net worth investors; not anymore. Automated technology has made it a solution for the masses.
Download our whitepaper to learn more about direct indexing and how you may possibly take advantage of its benefits to possibly improve client portfolio performance.
*For professional use only. Not intended for public distribution. CLS is not affiliated with Wealthmanagement.com