Direct Indexing is Only Increasing From Here

Jim Dilworth, our Co-founder and Managing Partner, weighs in with thoughts to Financial Planning Magazine on significant news surrounding Franklin Templeton’s acquisition of O’Shaughnessy Asset Management.

Central to this acquisition is the pursuit to offer and deliver investors access to Direct Indexing. This news continues to underscore the importance and future of Direct Indexing technology, and it is why we’re laser-focused on delivering our clients hyper customized, tax-efficient, consciously aligned portfolios at a low cost.

Read on for the whole story and Jim’s insights on why interest in Direct Indexing will only increase from here.

Credit: Financial Planning Magazine, September 30, 2021