Registration is complimentary for financial advisors.
Summary: Direct Indexing (DI) has scaled to institutional maturity while advisor adoption still lags, creating a powerful growth runway. In this session, we’ll quantify the after tax value of DI, show how to integrate it into core satellite portfolios, and walk through client ready use cases for: transition management, concentrated positions, and charitable giving. Attendees leave with conversation starters and a practical checklist to identify DI fit clients. More...