Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers
May 6, 202116m 22s
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Show Notes
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
Resources: Adhesion Wealth