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Fidelity is accelerating the adoption of direct indexing across the industry |
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As financial institutions across the industry buy up direct indexing capabilities, Fidelity Investments is going a different route. | This Q&A with Fidelity's head of managed accounts, Rich Compson, charts where direct indexing has been, where it is going, and their new retail product that lets clients with as little as $5,000 get a managed portfolio. | Read the Q&A here → |
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Also, if you subscribe today at 20% off you will be invited to an exclusive Q&A discussion with our Editor-in-Chief about the ongoing crisis in Ukraine and the impacts it will have on wealth management and retirement planning. | | LEARN MORE |
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