Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Paul Riccardella from MSCI Wealth explains how the firm’s institutional-grade data, analytics, and portfolio management tools help advisors deliver personalized portfolios without sacrificing efficiency. From tax optimization that might yield benefits for a decade to screening capabilities that reflect client values, MSCI Wealth seeks to make customization scalable while positioning itself as a comprehensive solution provider.
Direct indexing promises customization, but delivering on that promise requires sophisticated technology and disciplined methodology. Alpha Vee Co-Founder and CEO Leigh Eichel explains how the firm built its platform around risk management first, investing nearly $15 million in proprietary technology to handle tax-loss harvesting, portfolio transitions, and complex client situations across thousands of accounts. From its roots as an ETF index provider to its current focus on separately managed accounts, Alpha Vee brings quantitative rigor to personalized portfolio solutions.