The Case for Direct Indexing: Differentiation in a Competitive Marketplace

The newest research from Cerulli Associates provides deeper insights into direct indexing, featuring case studies from advisors putting this growing solution to work for their clients. Complete this form for your free download and discover powerful customizations you can offer your clients.

Learn more from Cerulli Associates in their 2021 report Improving Client Experience: Customizing with Direct Indexing.