ETFs & Direct Indexing: What Advisors Need to Know
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?

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
COMMENTS