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Direct Indexing: A Paradigm Shift in Investment Management
Manage episode 307882275 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Manage episode 307882275 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Similar to The Wealth Cast
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
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continue reading
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continue reading
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…
continue reading
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continue reading
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…
continue reading
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…
continue reading
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