Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
Orion's The Weighing Machine - Un podcast de Orion Portfolio Solutions - Les mardis
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This week, Rusty Vanneman and Robyn Murray talk with Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions. This week, we take a thorough look at Direct Indexing and what you need to know about it. Specifically, we will discuss customized and model based direct indexing, as well as risk management and much more. Learn more at orion.com.
