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Industry Conferences

Wealth Management EDGE

June 3, 2022

The Diplomat Beach Resort, Hollywood, Florida

May 31- June 3, 2022

Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward?

Qontigo’s Rob Reina, along with other expert panelists discussed the pros and cons of each when constructing portfolios for your clients and gave in-depth analysis on their most appropriate applications.

Recording coming soon.

Rob Reina
Americas Head of Investable Product Strategy