As a part of the Luminaries Class of 2023, Vestmark is being acknowledged within the class of Innovation and Growth.
As Senior Vice President for Direct Indexing, David Gordon helps the corporate join its expertise to the monetary advisor group. By these improvements, Vestmark seems to scale back among the challenges advisors face, together with points together with tax and portfolio administration in addition to providing new methods to assist purchasers.
On this podcast, Gordon discusses the discharge earlier this yr of Vestmark’s VAST platform and different points, together with:
- Why there may be nonetheless loads of room for innovation within the monetary companies trade that may assist advisors.
- Finest practices for advisors after they need to undertake newer applied sciences.
- How improvements corresponding to VAST can assist save time and permit advisors extra time to concentrate on purchasers’ wants.
To listen to extra of this dialog between David Gordon and moderator Roger Wohlner, press play.