Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
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The Benefits of Direct Indexing for ESG Filters
Finance roll nerds really love the tax lost harvesting and that helps us feel cost is justified. Clients, I think, are usually most excited about being able to design their own filter and have the shares voted. And also just be a little bit in control because if Vanguard or BlackRock initially is willing to push on environmental stuff, but then they soften. It's direct indexing for the more personalized filtering of ESG style filters plus the layer of epoxy voting,.
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