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

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?