Making Portfolios Personal
07/27/22 • 29 min
What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. 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.
What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. 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.
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Introducing Big Picture In Practice
Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.
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Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.
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