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Use Case Guide: How to Personalize Your Clients' Portfolios With Direct Indexing

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"Use Case Guide: How to Personalize Your Clients' Portfolios With Direct Indexing"

Businesses that get personalization right are rewarded, as consumers are more likely to stay loyal and refer family and friends. While investors are increasingly expecting personalized solutions from their advisors, this guide teaches how direct indexing can help you personalize services for clients who want to minimize tax liabilities, reduce concentrated positions or address ESG concerns.

Today, a growing number of U.S. consumers demand more than outstanding service from businesses--they also want service that’s personalized to their unique preferences and needs. More than three-quarters of consumers (76%) get frustrated when businesses don’t provide service that’s personalized to them. These expectations extend to relationships with financial advisors: a recent survey revealed that 55% of investors who currently work with a financial professional think the advice they receive is too generic. Download this guide to learn about:

  • What is direct indexing?
  • How direct indexing can help and when to consider it
  • When direct indexing may not be appropriate
  • Using direct indexing for tax-loss harvesting, to offset concentrated positions and to address ESG preferences

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