RIA Lab: The Path to Direct Indexing

June 1, 2023 | 11:00am - 12:30 ET | Virtual

 

As an investment strategy, direct indexing is intended to help advisors better tailor a client’s portfolio to their individual circumstances. The approach offers unique tax advantages as well as the ability to reflect a client’s personal values in ways other solutions fall short. In this session, we’ll take a deep dive into what direct indexing really is and the various ways advisors can adopt it as a tool to help clients reach their goals.

JOIN US FOR THIS COMPLIMENTARY CE RIA LAB TO LEARN:

- What Direct Indexing is, and how to access it

- The various ways to use direct indexing to improve your clients’ portfolios

- Insights into tax advantages and tax loss harvesting strategies

Jun

01

Opening Remarks
11:00 AM - 11:05 AM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews
The Path to Direct Indexing (1 CE Credit)
11:05 AM - 11:55 AM

Featuring:

  • Barrett Ayers, President & CEO, Adhesion Wealth
  • Cindy Galiano, Managing Director, U.S. Wealth Platform, Morningstar Wealth
  • Jamie Susanin CFA, Senior Portfolio Manager for Custom Indexing, Orion
  • Moderated by Chuck Failla, Founder & CEO, Sovereign Financial Group
Better Portfolios Through Deep Customization - Canvas Demo & Q&A
11:55 AM - 12:10 PM

O’Shaughnessy Asset Management’s client-focused investing solution Canvas provides fully customizable direct indexing for client portfolios.

Featuring:

  • Laura Foster CFA, Managing Director of Private Wealth Solutions, O'Shaughnessy Asset Management
Personalized Investing at Scale - Vestmark Demo & Q&A
12:10 PM - 12:25 PM

A breakthrough direct indexing and portfolio management solution delivering the power of personalized investing and individual tax management at scale.

Featuring:

  • David Gordon CFA® CPWA®, SVP of Direct Indexing, Vestmark
Closing Remarks
12:25 PM - 12:30 PM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews

ABOUT THE RIA LAB SERIES

InvestmentNews' quarterly RIA Labs deliver timely and thought-provoking content in a compact and easily consumable format.  They also help InvestmentNews shape the content for the RIA Summit (November 14-15, 2023 at the Marriott Marquis in New York City). 

 

Meet the Speakers

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