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LPL Adds Direct Indexing to Its Model Wealth Portfolios

New capability helps give advisors a competitive edge with potential for improved after-tax outcomes for clients.

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LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

CHARLOTTE, N.C., Aug. 05, 2023 LPL Financial today announced the availability of direct indexing within the firm’s Model Wealth Portfolios  unified managed account program. The new strategy.

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LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform
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