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Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
Businesswire· 2026-02-02 15:30
Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet ShareFeb 2, 2026 10:30 AM Eastern Standard Time# Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet ShareShare---Northern Trust Asset Management's study of direct indexing identifies drivers of strong client relationships and business growthCHICAGO-- "Sunerusers†([BUSINESS WIRE])--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a ...