Marta Norton on Direct Indexing and Investments
Masters in Business
00:00
Personalization and Direct Indexing
The technology is now advanced to the point where a lot of those capabilities can be available. It's actually products that are built and adjusted for you. And it began outside of financial services. Now, when I start to think about financial advisory work, I can't think of a place where personalization isn't already something that advisors are wrestling with.
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