This piece is approved to use with clients.
Making Portfolios Personal
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.
Related Articles
Client Experience
CONNECT WITH YOUR CLIENTS
This piece is approved to use with clients.
Access our online library of goals-based educational materials for more productive client conversations.
Client Experience
Market Volatility and Recessions 101
This piece is approved to use with clients.
While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.
Client Experience
Creative Planning for Taxes and Distributions
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.