Tax Alpha Insider

Tax Alpha Insider

More than one-quarter of advisors (26%) choose not to use direct indexing

A new Cerulli report and some jokes

Brent Sullivan's avatar
Brent Sullivan
Apr 25, 2025
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Cerulli: Direct Indexing Assets Close Year-End 2024 at $864.3 Billion

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

Ethic Raises $64M, Led By State Street Global Advisors

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