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Advisory Insights

MMI Advisory Insights featuring Lauren Yeaton Hunt, Rob Battista, and Dave Gordon of Vestmark

November 7, 2023

Join Vestmark’s Lauren Yeaton Hunt, VP of Product Marketing, as she discusses with Rob Battista, Head of Advisory Solutions, and Dave Gordon, SVP of Direct Indexing, how index-based portfolios can help introduce more personalized services while potentially reducing due diligence burdens, enhancing risk management, and saving advisors time so they can focus on knowing their clients even better. *Content recorded in the Fall of 2023.