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Podcast: Conquer Risk Podcast
Episode: Transition to Model Custom Management
Description: There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs.BackstoryHow this can be donePotential roadblocksWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn m...