Advisors can ignore these 2 things when choosing a direct indexing provider

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should. By Anand Gupta


https://www.financial-planning.com/opinion/financial-advisors-can-ignore-these-2-things-when-choosing-a-direct-indexing-provider?utm_source=dlvr.it&utm_medium=blogger