Skip to main navigation
Home
  • Library
  • Publishers & Tools
  • CE Credits
  • About
  • Sign in
  • Register
      Filters
      Clean

      Follow

      Practice Management
      Client Experience
      Print
      Share
      • Linkedin
      • Twitter
      audio by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Making Portfolios Personal

      By Cindy Galiano and Zach Hamilton
      Aug 03, 2022

      Key takeaways
      • Direct indexing has historically been an option mostly for institutional investors and high-net-worth clients. Technological advancements have made it possible to personalize a client’s portfolio at scale, at lower account minimums.
      • Personalization still starts from understanding the client’s goal and working backward from there.
      • The continual growth of direct indexing requires a product that balances technology and the human element.

      Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.

      Sign in

      Register to view this content.

      Why should I register?

      •  You get full access to all content in the expansive library.
      •  You can follow topics that interest you and save content for later.
      Related Articles
      Client Experience

      Creative Planning for Taxes and Distributions

      presentation by Principal

      Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals. 

      Jul 12, 2022
      Client Experience

      The Mindset and Process of WOW this Holiday Season

      article by Janus Henderson Investors
      Curated content for RIAs.

      A scalable process for creating memorable moments that are highly personalized and timed for relevance.

      Dec 10, 2021
      Client Experience

      [Infographic] - Importance of Avoiding Big Losses

      report
      This piece is approved to use with clients.

      Understand how large losses can have a disproportionate effect on investors financially and emotionally.

      Jun 25, 2021

      Categories

      • Market Insights
      • Portfolio Construction
      • Financial Planning
      • Practice Management

      Partners & Services

      • About Envestnet Institute
      • Publishers & Tools
      • On Campus
      • Envestnet.com

      Other

      • Privacy
      • Terms & Conditions
      • Email Preferences
      • Contact Us
      This website is for investment professionals only. It is not intended for private investors. Private investors interested in investment services should contact a financial professional.
      © 2008 - 2019 Envestnet. All rights reserved