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Direct indexing is the next opportunity for investors to realize tax optimization and personalization benefits. A fast-growing number of wealth management firms are already using the strategy, and many others on the sidelines are ready to jump in. This report provides context to all of the buzz through F2 Strategy's proprietary research among leading industry firms.
Understand what's driving firms to offer direct indexing
Compare and contrast the implementation paths for the technology necessary to support the strategy
Recognize the challenges that the industry still needs to address in order to integrate direct indexing into a seamless client experience that demonstrates advisors' value
