Vanguard's Approach to Direct Indexing
Head of Vanguard Personalized Indexing Emily LeStrange speaks on where direct indexing fits into an advisor's practice.
Source: etftrends.com
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Head of Vanguard Personalized Indexing Emily LeStrange speaks on where direct indexing fits into an advisor's practice.
The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.
Emily LeStrange, CFA, CFP®, is the head of Vanguard Personalized Indexing. LeStrange's team is responsible for the strategy, service and distribution of Vanguard's personalized indexing offer for financial advisors.