Arthur Ambarik has been named a finalist for CEO of Year and M&A Leader of the Year in the Wealth Management Industry Awards. View the list at: https://informaconnect.com/uploads/WMIA2024-FINALISTS-a67b973b07a3daeb5c90d9eb8ac0ab59.pdf
What to Know Now About Direct Indexing
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.