Video / Podcasts

Differentiate Your Advice with Direct Indexing

Written by Doug Heikkinen | Jul 30, 2024 7:09:36 PM

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