Welcome to this week’s ETF Insider.
If you’ve been hearing more about direct indexing but not sure if it makes sense for your clients and your practice, you’re not alone. Providers of direct indexing services – particularly those that also offer off-the-shelf index ETFs – are starting to provide some help determining when customized separately managed accounts make sense for clients, and when they don’t. We’ll dig into Vanguard’s most recent direct indexing guidelines for advisors.
We’ll also look at a new report from State Street Global Advisors that shows rising concern about inflation and volatility, and a desire for advice about how to work through those portfolio challenges. Advisors aren’t just lending a calming voice, however; they’re making moves. Sales data shows that advisors are steering clients into new sources of income, ike options overlay strategies, and more inflation-resistant areas of the bond, equity and commodities markets.
Thank you for spending a few moments of your day reading this newsletter. Feel free to reach out anytime with questions or feedback: firstname.lastname@example.org.
Jackie Noblett, producer of ETF Insider at Financial Advisor IQ