Post by Northern Trust Asset Management

As market conditions evolve, so should portfolio strategies. We’ve updated some of our Direct Indexing Superuser material to reflect how advisors are adapting. Kenneth Lassner, CFA will share new perspectives in: "Direct Indexing: Enhancing Outcomes, Empowering Advisors" with Envestnet tomorrow at 4pm ET. The session will also include real-world examples to support planning-focused client conversations. For financial professionals only, CE credit pending. https://lnkd.in/e2XiSdhh