LIVE WEBINAR | January 25, 2023 | 11:30AM EST
Stock and Bond Direct Indexing Made Easy
How to simplify the complex tasks advisors face delivering personalization and tax optimization at scale.
Join Principal Asset Management, YieldX, and Smartleaf Asset Management for a webinar on how technology enables you to deliver highly personalized portfolios – including portfolios with stock and bond direct-index cores – at scale. Provide every client with optimized tax management and the option to apply ESG and religious value screens. Spend zero time rebalancing and trading portfolios.
Delivering personalized portfolios has traditionally been a manual, time-consuming process. This has been especially true for managing individual stocks and bonds. See how technology can solve this problem, making personalization at the portfolio and household level simple and easy.
Mike Casciano, Head of Model Strategy and Portfolio Consulting at Principal Asset Management, Ben Hurn, SVP of Channel Business Development and Strategic Partnerships at YieldX, and Jerry Michael, Smartleaf AM President and Founder, will host the webinar on Wednesday, January 25, 2023, at 11:30 AM EST.