What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.

Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.