search
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Two-Minute Take: Wealth Management EDGE
Insight

Two-Minute Take: Wealth Management EDGE

Two-Minute Take: Wealth Management EDGE
Insight

Two-Minute Take: Wealth Management EDGE

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 May 2024
Insight

The Word on WealthTech for May 2024

The Word on WealthTech for May 2024
Insight

The Word on WealthTech for May 2024

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.

CRM Migration: How to Negotiate a Favorable CRM Contract
Insight

CRM Migration: How to Negotiate a Favorable CRM Contract

CRM Migration: How to Negotiate a Favorable CRM Contract
Insight

CRM Migration: How to Negotiate a Favorable CRM Contract

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.

WealthStack: Using Technology, Automation To Remove Friction
News

WealthStack: Using Technology, Automation To Remove Friction

WealthStack: Using Technology, Automation To Remove Friction
News

WealthStack: Using Technology, Automation To Remove Friction

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.

Adapting to Change: The Future of AI in Investment Management
Podcast

Adapting to Change: The Future of AI in Investment Management

Adapting to Change: The Future of AI in Investment Management
Podcast

Adapting to Change: The Future of AI in Investment 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 Corporate Transparency Act: Navigating its Impact on Family Offices in Wealth Management
Insight

The Corporate Transparency Act: Navigating its Impact on Family Offices in Wealth Management

The Corporate Transparency Act: Navigating its Impact on Family Offices in Wealth Management
Insight

The Corporate Transparency Act: Navigating its Impact on Family Offices in 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.

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.

Arrow pointing right

Understand what's driving firms to offer direct indexing

Arrow point right

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

Arrow point right

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
Cover of Report
Authors of Report

In the News

See All News