Tax Alpha Insider

Tax Alpha Insider

Direct indexing FTSE Russell survey is interesting, but AI claims are 💩

FTSE Russell surveyed 402 advisers and shoehorned in AI nonsense

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Brent Sullivan
May 30, 2025
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Lots of interesting bits in the FTSE Russell survey

FTSE Russell - Direct Indexing: A critical tool for Wealth Managers

But… “Artificial intelligence (AI) is serving as a catalyst speeding adoption, as it can automate implementation of tax efficiencies” …is a joke. 🤡

No serious person I know in wealth management lets generative AI anywhere near the money.

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