Direct Indexing Has Not Reached Its Potential

A Better Experience with Direct Indexing for Advisors and Clients Is Possible, Says Don Cody in Wealth Management

Global Macro Asset Management's CEO, Don Cody this week in Wealth Management, a leading resource published by Informa Connect for wealth management professionals, explains why direct indexing has yet to live up to its potential. Innovations to make it simpler, more scalable, and more easily customizable can combine to provide competitive after-tax performance with greater transparency.