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DTSTART;TZID=America/New_York:20221129T160000
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SUMMARY:How and why financial advisers are embracing direct indexing
DESCRIPTION:About Us  Our Team   Services FAQs Blog Contact Us          Search        \n\n	\n		+\n		Add a Block\n		or drag an element into the page\n	\n                      Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved.    Privacy Policy Careers Fiduciary Oath Media Our Blog      \nSMAs have been described as a mutual fund for an audience of one\, while direct indexing may be considered an index for an audience of one. They’re powerful but controversial tools\, formerly limited to ultra-wealthy investors. As new technologies and platforms quickly expand access to a broader universe of investors\, direct investing is helping financial advisers add new value in an uncertain market environment. \nJoin us for an informative look at how direct investing can help your clients. This session will include: \n\nAdvantages and pitfalls of this approach\nHow taxes—and tax efficiency—figure in\nHow to identify clients who could benefit\n\nSpeakers: \n\nD.J. Tierney\, Director\, Charles Schwab & Co.\, Inc\nChris Chen\, CFP® \, CEO\, Insight Financial Strategists\nJeff Benjamin\, Senior Columnist\, InvestmentNews\n\n 
URL:https://insightfinancialstrategists.com/event/how-and-why-advisers-embrace-direct-indexing/
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