• LSEG analysis flagged direct indexing as a core capability gaining traction among wealth managers, based on an FTSE Russell survey.
• 83% of current users reported direct indexing helps grow high-net-worth relationships, signaling stronger client-retention leverage.
• 78% cited implementation friction, with the biggest challenges concentrated at independent broker-dealers and RIAs.
• 86% of advisors want to expand direct indexing knowledge, pointing to a large education-driven adoption opportunity.
• A majority of advisors expect AI to accelerate direct indexing growth, reinforcing a positive medium-term industry outlook.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LSEG - London Stock Exchange Group plc published the original content used to generate this news brief on September 09, 2026, and is solely responsible for the information contained therein.