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, and much more

Listen here:


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