Direct Indexing vs. Personalized Portfolios: Trends to Help Win New Clients The next evolution of personalized wealth management is customized investing. This is a key trend that builds on direct indexing but offers greater control over asset allocation, asset selection, and portfolio optimization efforts like rebalancing, tax management, and values-based investing. In this webinar, Vise Co-Founder and Chief Investment Officer, Runik Mehrotra, Senior Investment Strategist Travis Fairchild, CFA® and Account Manager Laura Foster, CFA®, explain how this trend can help advisors win new clients and deepen existing relationships. Join us and walk away with actionable tips on: Why legacy solutions no longer meet client expectations How to talk to clients about direct indexing vs. custom indexing The new tools and technology that open the door for greater personalization How customized portfolios create greater tax optimization for clients and the ability to pursue higher expected returns CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 