More than one-quarter of advisors (26%) choose not to use direct indexingA new Cerulli report and some jokesBrent SullivanApr 25, 2025∙ Paid2ShareCerulli: Direct Indexing Assets Close Year-End 2024 at $864.3 BillionAltruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAsEthic Raises $64M, Led By State Street Global AdvisorsContinue reading this post for free, courtesy of Brent Sullivan.Claim my free postOr purchase a paid subscription.
