TAKE OUR SNAP POLL: WHY WILL WEALTH ADVISORS USE DIRECT INDEXING? (Poll Closed)
Mastering Tax Efficiency
21%
Harvesting Losses, Harvesting Gains
15%
Tailored Portfolios for Individual Goals
13%
Cost-Efficiency Over Time
10%
Custom Diversification
8%
Unleash the Power of Customization
6%
Personalization for the Next Generation
6%
Gaining a Competitive Edge
5%
There is No Future for Direct Indexing
5%
Aligning with Evolving Expectations
4%
Estate Planning Reinvented
3%
Empowerment Through Control
2%
Navigating Life's Transitions
1%
closed
