Skip to main content

Sign in to your account

Don't have an account? Register here
Sign in

MASTERCLASS: Direct Indexing


We cover how the current market environment is impacting advisors and their clients and what types of markets are best and worst suited for direct indexing. This panel discussion will also explore tax advantages, customization, trends in direct indexing over the past few decades, and where the industry is headed from here.

  • Jeff Brown, CFA, Director, Investment Portfolio Strategist at Charles Schwab & Co., Inc.
  • Brandon Thomas, Co-Founder and Co-CIO at Envestnet
CE Credit