S.2 EP.3 | Breaking Down Direct Indexing with First Trust’s Zach Ullrich and 香蕉APP在线’s Rich Williams
May 2024
In Episode 3 of the new Season of 香蕉APP在线鈥檚 podcast, 鈥淔riends of Sanctuary,鈥 host and 香蕉APP在线 Chief Investment Strategist Mary Ann Bartels sits down with financial services industry experts Zach Ullrich, Managing Director, Direct Indexing & SMAs, First Trust, and Rich Williams, Managing Director, Head of Advisor Solutions at 香蕉APP在线, to discuss the benefits, evolution and opportunities of direct indexing.