When no-cost trading took the advisory world by storm, it forever changed the investment landscape. It has also opened up doors for advisory firms to add even more value to their client relationships. A new whitepaper from the Black Diamond® Wealth Platform, The Rise of Direct Indexing in a Zero Commission World, provides insights into the opportunities being unlocked by powerful rebalancing technology, including:
- Increased maneuverability
- Better management of tax-loss harvesting
- Adding tangible alpha
- Ability to create more customized client portfolios
To explore the new world of portfolio management spurred by zero commission trading, download the whitepaper today.