During our last MMI Annual Conference, Brad Jung of Russell Investments sat down with FundFire’s Nate DiCamillo to break down two big trends reshaping the advisory space: personalized investing and customized advisor experiences. In response to upgrades around SMAs, Brad explained how his firm decided on a fully rebuilt SMA platform that includes direct indexing for lower-cost access, multi-manager SMAs delivering high-conviction portfolios, and tax and values-based overlays that align to each client’s plan.