ETF Working Lunch: Direct Indexing Vs. Model Portfolios

July 13, 2020

Direct indexing is challenging the model portfolio business. Active nontransparent ETFs are challenging the idea that transparency is key. Advisors are constantly faced with disruptive new products and ideas, but what to adopt? And how to use it? Shana Sissel, chief investment officer at Spotlight Asset Group, shares the implementation case for some of these latest trends given her experience.

 

 

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