Webinar Registration

Is Direct Indexing Right for your Clients?
Boost Your Client's Investing outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, July, 13 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
John Rekenthaler
John Rekenthaler
Director of Research Morningstar

What You'll Learn

Direct indexing, which involves buying the individual stocks that comprise an equity index directly rather than through a fund, has gained prominence as large firms (Schwab, Fidelity, Vanguard) have built platforms to support the strategy. Is it right for your client? What are the…

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