Differentiate Your Advice with Direct Indexing

Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions. In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.

The history of direct indexing, and how it has become available outside pooled vehicles
The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
How leveraging direct indexing can help your clients and bolster your value proposition

By Doug Heikkinen, Founder, IRIS.xyz

Direct Indexing Personal Indexes ESG