Direct Indexing: A Paradigm Shift in Investment Management
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Direct Indexing: A Paradigm Shift in Investment Management
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About this listen
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
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