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?