When direct indexing is the wrong fit for your client
Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing ...
Friday, June 5, 2026
Tag: indexing
Is Wealthsimple’s new direct indexing worth it?
Back in December 2025, I looked at one of those launches: physical gold trading. The conclusion was “it depends.” If your ...
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