Skip to content
Close
Schedule A Call
Schedule A Call
Resources > Blog >
2 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 2 min read

Video: Direct Indexes Are Better Than ETFs

Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.
Start Reading
Gerard Michael 11 min read

Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs

We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
Start Reading
Gerard Michael 10 min read

Direct Indexes: Cheaper than ETFs?

Direct Indexes are less expensive than ETFs to launch and maintain.
Start Reading