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The Human Side of M&A: Building Value and Navigating Challenges
Video

The Human Side of M&A: Building Value and Navigating Challenges

The Human Side of M&A: Building Value and Navigating Challenges
Video

The Human Side of M&A: Building Value and Navigating Challenges

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F2 Strategy Expands Market Reach Through Acquisition of MD Solutions, Targeting Emerging Wealth Firms
News

F2 Strategy Expands Market Reach Through Acquisition of MD Solutions, Targeting Emerging Wealth Firms

F2 Strategy Expands Market Reach Through Acquisition of MD Solutions, Targeting Emerging Wealth Firms
News

F2 Strategy Expands Market Reach Through Acquisition of MD Solutions, Targeting Emerging Wealth Firms

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Wealth firms using less tech support than expected in alts push
News

Wealth firms using less tech support than expected in alts push

Wealth firms using less tech support than expected in alts push
News

Wealth firms using less tech support than expected in alts push

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Fewer Wealth Management Firms Use Technology to Manage Alternative Investments than Expected
Research

Fewer Wealth Management Firms Use Technology to Manage Alternative Investments than Expected

Fewer Wealth Management Firms Use Technology to Manage Alternative Investments than Expected
Research

Fewer Wealth Management Firms Use Technology to Manage Alternative Investments than Expected

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

EP60: Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management
Podcast

EP60: Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management

EP60: Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management
Podcast

EP60: Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

The Word on WealthTech for March 2025
Insight

The Word on WealthTech for March 2025

The Word on WealthTech for March 2025
Insight

The Word on WealthTech for March 2025

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Proprietary Research Report

Direct Indexing Growth, Technology Landscape, and Future Outlook 

Direct indexing is the next opportunity for investors to realize tax optimization and personalization benefits. A fast-growing number of wealth management firms are already using the strategy, and many others on the sidelines are ready to jump in. This report provides context to all of the buzz through F2 Strategy's proprietary research among leading industry firms.

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Understand what's driving firms to offer direct indexing

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Compare and contrast the implementation paths for the technology necessary to support the strategy

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Recognize the challenges that the industry still needs to address in order to integrate direct indexing into a seamless client experience that demonstrates advisors' value

Buy Report — $399
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