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
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