Power Your Advice

Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers

Listen Later

Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.

  • The history of direct indexing, and how it has become available outside pooled vehicles
  • The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
  • An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
  • How leveraging direct indexing can help your clients and bolster your value proposition

    • Resources: Adhesion Wealth

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store
    Power Your AdviceBy Advisorpedia

    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,092 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,878 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,190 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,370 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    713 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,038 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,030 Listeners

    The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

    The Long View

    936 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners