Animal Spirits: Direct Indexing

This week’s Animal Spirits is brought to you by Orion. For more information on Orion’s Direct Indexing platform, please visit their site here

On today’s show we discuss:

The evolution of investment vehicles
Tax loss harvesting
Are direct indexes a threat to the ETF industry?
Are direct indexes coming to retail?
How advisors are educating themselves and their clients about direct indexing
Advisor adoption, …

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