Model portfolios are evolving—and personalization is leading the way.

During the last MMI Annual Conference, MyVest CEO Anton Honikman highlighted a shift from traditional SMAs to more customizable, model-based approaches to direct indexing. He tells Nate DiCamillo of FundFire how this evolution not only supports individual client preferences, but also expands opportunities in taxable fixed income models—a response to today’s rate environment and a growing trend in multi-asset portfolios.