Skip to content
Resources > Blog >
1 min read

Webinar Recording, ETFs & Direct Indexing: What Advisors Need to Know

ETFs & Direct Indexing: What Advisors Need to Know

IDX and Alpha Vee Webinar


Ben McMillan of IDX Insights & Leigh Eichel of Alpha Vee recently joined me for a webinar on direct indexing, ETFs & Direct Indexing: What Advisors Need to Know.

We talked all things direct indexing, including:

  • What is a direct index?
  • What are the advantages of direct indexes relative to ETFs and mutual funds?
  • Why are they becoming popular now?
  • Will direct indexes replace ETFs entirely?
  • How do I talk to clients about direct indexes?
  • Do direct indexes create extra operational or compliance burdens?
  • How do the tax savings of direct indexes compare to ETFs?
You can watch the webinar by clicking on the link above.
avatar
President, Co-Founder

COMMENTS

RELATED ARTICLES

Gerard Michael 10 min read

Three Predictions for 2018

Next year, we’ll check back to see how we did.
Start Reading
Gerard Michael 2 min read

Webinar Recording, A Changed World: Taking a Fresh Look at International Investing

A Conversation with KraneShares and Federated Hermes.
Start Reading
Gerard Michael 5 min read

The Buffett Bet and the Rise of Passive Investing

Nine years ago, Warren Buffett bet $500,000 that an index fund would beat a hedge fund basket over a ten-year period.
Start Reading