The survey shows rising familiarity, usage, allocations and client penetration among US wealth management firms, with most advisers planning to implement direct indexing within the next year.

FTSE Russell has released findings from its third ‘2026 FTSE Russell Direct Indexing Survey,’ indicating that the direct indexing approach was becoming a mainstream capability for US wealth managers as adoption, allocations and client penetration continued to rise. The results of the survey are based on responses from 400 US-based financial advisers The online survey, released on 9 September, was conducted by independent research firm 8 Acre Perspective between 19 May and 19 June