America's Best Direct Indexing Buyers Guide 2024 - 2

2024 DIRECT INDEXING BUYERS GUIDE
TABLE OF CONTENTS
Executive Summary ..........................................................................................................................................3
Your Competitive Edge ...................................................................................................................................3
Direct Indexing: What Is It? .............................................................................................................................4
Nothing Ventured, Nothing Gained: Where's the ROI? .....................................................................................5
The Benefits: Differentiated Outcomes Are Possible ........................................................................................6
Why Now? ......................................................................................................................................................7
2024 Wealth Advisor Subscriber Survey.........................................................................................................8
2024 Wealth Advisor Platform Rankings ........................................................................................................9
Direct Solutions to Common Client Problems .............................................................................................10
Who This Helps: Expanding the Traditional Client Universe ...........................................................................12
How Low Does Direct Indexing Go? ............................................................................................................13
What About Retirement Accounts? ...............................................................................................................13
From Direct to Dynastic: Get Ahead of the Succession .................................................................................13
Personalization " At Scale " : The Role of Technology ..................................................................................16
The Separately Managed Solution .............................................................................................................16
Traditional SMAs ........................................................................................................................................16
Model-Based Overlay SMAs ......................................................................................................................16
From SMA to UMA ....................................................................................................................................16
Sub-Account (Sleeve-Based) UMAs ..........................................................................................................17
Blended-Model (Holistic) UMAs .................................................................................................................17
Going Sleeveless: Advanced Systems .......................................................................................................18
Managing the Transition (As an Advisor) .....................................................................................................20
Managing the Transition (For Old and New Clients) ....................................................................................20
Your New Routine: Maintenance and Monitoring .......................................................................................21
Reap the Reputational Rewards ................................................................................................................21
Time to Assemble Your Team ....................................................................................................................22
Direct Indexing AUA/AUM .............................................................................................................................23
Direct Indexing Provider Profiles
Adhesion Wealth Advisor Solutions ...............................................................................................................24
Brooklyn Investment Group...........................................................................................................................25
Canvas Custom Indexing ..............................................................................................................................26
CoinDesk Indices ..........................................................................................................................................27
Frec ..............................................................................................................................................................28
Natixis Investment Managers Solutions .........................................................................................................29
Neuberger Berman .......................................................................................................................................30
Northern Trust Asset Management ...............................................................................................................31
Orion ............................................................................................................................................................32
Russell Investments ......................................................................................................................................33
Smartleaf Asset Management .......................................................................................................................34
Symmetry Partners LLC ................................................................................................................................35
Syntax Data ..................................................................................................................................................36
Direct Indexing Glossary of Terms ................................................................................................................37
Contributors ....................................................................................................................................................38
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America's Best Direct Indexing Buyers Guide 2024

Table of Contents for the Digital Edition of America's Best Direct Indexing Buyers Guide 2024
