Diving Deep into Direct Indexing and Separately Managed Accounts
In the latest episode of Big Picture in Practice, Julie and Syl interview Dimensional Fund Advisors about direct indexing and separately managed accounts. Tune in to learn how advisors can evaluate whether these strategies are right for their clients.
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As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.