[Webinar] Direct Indexing: What Advisors Need To Know

Morningstar’s Alex Bryan, Director of Product Management - Equity Indexes, and Peter Dietrich, Head of Wealth-Indexes, joined me on Thursday, May 12th, to discuss direct indexing. Topics included:

• What are direct indexes? 
• Why now? 
• Are direct indexes hard to use?
• How much do they cost?
• What makes SAM special?
• What makes Morningstar Indexes special?
• How do SAM and Morningstar work together?

You can watch the webinar recording by clicking on the link.