Direct indexing has moved from a high-net-worth perk to a mainstream strategy for the everyday RIA. Is it worth your attention? We’re hosting an event that gives you the opportunity to hear directly from Michael Kitces’ point of view.
In this live fireside chat, Michael joins Mohan Naidu, CEO and Co-Founder of Alphathena, and moderator Brent Sullivan of Tax Alpha Insider for a candid conversation on the questions advisors are asking right now. How much does tax alpha matter to client outcomes? Where does tax-loss harvesting belong in client conversations? Should a firm run direct indexing in-house at scale, or hand it to someone else?
You’ll leave this event knowing:
- What the data tells us about the RIA firms using direct indexing as a core strategy
- How to weigh tax alpha claims and measure the results of your own decisions
- Whether to run direct indexing in-house or hand it to a third-party manager
- How to explain direct indexing to clients, and what a sensible first step looks like for a practice just getting started
Space is limited. Save your seat and send in a question for the panel.
