Business
Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
CHICAGO, February 02, 2026--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax-loss harvesting, financial advisors who have fully integrated direct indexing into their business report it has led to improved client retention, a better client experience and the ability to capture a larger share of wallet from existing clients.
About this update from Northern Trust Corporation
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