The latest episode of the #FriendsofSanctuary podcast is live! I hope you will tune in to hear our #ChiefInvestmentStrategist Mary Ann Bartels host a information-packed conversation with First Trust's Zach Ullrich and Sanctuary Wealth's Richard Williams about everything and anything #directindexing!
Direct Indexing is a hot topic – though it’s been around for decades. Why the sudden interest among retail #investors? Lower barriers to entry in terms of reduced trading and tech costs – and resultant lower minimums – are helping drive demand, as are the product’s unique benefits. In the latest #FriendsofSanctuary #podcast, #SanctuaryWealth Chief #Investment Strategist Mary Ann Bartels and her guests, Zach Ullrich, Managing Director, Direct Indexing & SMAs at First Trust, and Richard Williams, Managing Director, Head of Advisor Solutions at Sanctuary Wealth, discuss the evolution and opportunities of direct indexing and how #financialadvisors can include it in their practices. #SanctuaryDifference #investing #wealthmanagement https://lnkd.in/g5xSF9a9 Check out the full episode of the Friends of Sanctuary Podcast Season 3, Episode 3 at https://lnkd.in/geJBZ65K Subscribe to the series on Spotify and Apple podcasts. https://lnkd.in/gh7sTSMU https://lnkd.in/gSN5Wyxq #SanctuaryDifference #Money #Investing #FinancialServices #WealthManagement
