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On this dialogue with WealthManagement.com, professionals from Morningstar Funding Administration will dive into direct indexing use-cases to share insights on portfolio development inputs together with index choice, incorporating consumer values, together with ESG preferences, and successfully incorporating tax management-related finest practices at scale. This session will spotlight ways for direct indexing implementation that advisors can use to offer a excessive diploma of personalization to every of their shoppers.
Attendees will be taught:
- What’s direct indexing?
- Searching for tax effectivity in a individually managed account
- How you can ship personalization on your traders
- What kinds of traders could also be a match for a direct indexing technique
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Andy Kunzweiler, CFA
Portfolio Supervisor, Direct Indexing
Morningstar Funding Administration
Andrew Scherer
Head of Enterprise Growth
Morningstar Funding Administration
Diana Britton – Host
Managing Editor
WealthManagement.com
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