Explore " separately managed accounts" with insightful episodes like "What are the benefits of managed accounts?", "Diving Deep into Direct Indexing and Separately Managed Accounts" and "Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts" from podcasts like ""Advisor's Market360™", "Big Picture In Practice" and "Simple, but Not Easy"" and more!
Getting acquainted with managed accounts and how they benefit financial advisors and clients as a versatile approach to investing and wealth management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.
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