High-net-worth clients are redefining what customization looks like.

At our recent Annual Conference in Washington, DC, Christina Jasko of Merrill Lynch shared with FundFire how their premium access dual-contract platform is meeting the complex needs of investors through tailored investment approaches, direct access to portfolio managers, specialized reporting, and solutions for concentrated positions.

She also highlighted where flows are heading, with strong interest in muni strategies, direct indexing, fixed income, and a growing appetite for equities.