Wealth Management

For ETFTrends, Tom Lydon explains how direct indexing can aid advisors with retaining and recruiting clients. Both of these are integral to growth for any thriving advisor practice while unsatisfactory performance in these areas can compromise success. So, advisors need to apply constant effort in these areas.

With direct indexing, advisors can forge a stronger connection with clients especially those who are more knowledgeable and self-educated. This group is more likely to appreciate the benefits especially in regards to tax savings and greater customization while retaining the benefits of passive investing. 

Direct indexing achieves this because clients will own the actual components of an index in their own separately managed account. However, the components of the index can be adjusted based on the needs or desires of the client. For instance, a client who is passionate about the environment may want to exclude fossil fuel companies from their holdings. These can be replaced with different stocks that have similar factor scores in order to continue tracking the benchmark. 

In terms of retention and recruitment, direct indexing leads to more conversations about a clients’ values, tax situation, and financial position. By optimizing these factors, advisors can add more value for clients and increase their chances of reaching their financial goals. These qualitative benefits are on top of the additional 1 to 2% of alpha that direct indexing adds to portfolios.


Finsum: Direct indexing has many benefits for clients. But an underrated one for advisors is that it can assist with client recruitment and retention.

Regulation Best Interest (Reg BI) was approved in 2019, although enforcement has only picked up this year. The law requires brokers to only recommend products to customers that are in their best interest. Brokers also have to be transparent with customers about any potential conflicts of interest and financial benefits to recommendations they make. 

For Investment Executive, James Langston covers Monmouth Capital Management’s multiple violations of Reg BI which has led to expulsion from the industry from FINRA. Monmouth is being charged with excessive trading of 110 client accounts between August 2020 and February 2023 by 6 company reps, leading to losses of $3.9 million. 

Unfortunately, many of the victims included ‘Gold Star’ families with their investment proceeds coming from death benefits from a family member passing away while serving in the military. 

 In addition to FINRA taking action against the brokerage, the Department of Justice and SEC charged Caz Craffy, a former US Army financial counselor and Monmouth broker, for defrauding clients through excessive trading and risky investing. He also had a blatant conflict of interest given his dual roles as a broker and financial counselor. Overall, he earned $1.4 million in commision from clients with losses of $3.4 million due to bad trades. 


Finsum: FINRA, the SEC, and Department of Justice are pursuing action against Monmouth Capital Management due to violations of REG BI and mismanagement of clients’ funds.

 

For ETFTrends, James Comtois discusses the pros and cons of direct indexing as opposed to the traditional approach of investing in open-ended funds such as ETFs and mutual funds. Currently, direct indexing is in the midst of a surge in adoption due to technology and providers making it available to a wider swathe of investors beyond only those with a high net-worth. Another factor is increasing familiarity from advisors and clients.

Despite these positive trends, it’s still warped by traditional investing in ETFs and mutual funds which is how the vast bulk of advisors and investors manage their portfolios. While both methods are intended to track the performance of an underlying benchmark, the key difference is that with direct indexing, the investors actually buy the individual holdings of an index.   

This means that investors have an opportunity for more customization based on a clients’ values or personal situation. For instance, a client may feel strongly against investing in companies that manufacture firearms, so these stocks can be excluded and replaced with different stocks that have similar factor scores. 

Another benefit is that direct indexing can lead to tax-loss harvesting opportunities which aren’t available with investing in close-ended funds. Losing positions can be sold and offset gains from other positions, leading to a lower tax bill. This has been proven to result in increased alpha and better performance especially in years with more volatility.


Finsum: Direct indexing is a recent innovation. For certain investors, it is a better option than investing in close-ended funds due to tax-loss harvesting and the ability to customize portfolios.

 

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