Video

Understanding the challenges of evaluating and implementing technology during an explosion of innovation and new product categories.

We evaluate the two most common methods  that advisors use to select or build client investment portfolios.

We share common gaps, or chokepoints, in a client service process and explore new advisor tech that can unlock capacity while still delivering a differentiated client experience.

A simple introduction to Direct Indexing and why the name is catchy, but not completely accurate. 

Why Direct Indexing in it's current state will not be disruptive or widely adopted for client portfolios.

Traditional investment models have many benefits, but a building block approach can deliver both scale and personalization.

Discover how all HNW client portfolios will be managed in five years.