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More than one-quarter of advisors (26%) choose not to use direct indexing
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More than one-quarter of advisors (26…
Brent Sullivan
Apr 25
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Tax Alpha Insider
More than one-quarter of advisors (26%) choose not to use direct indexing
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Notes
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A new Cerulli report and some jokes
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More than one-quarter of advisors (26…
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A new Cerulli report and some jokes