Summary:
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Now On Demand.
2021 contained a decade’s worth of news.
Direct indexing, once reserved for wealthy investors, became a household name. Crypto turned the corner from a niche investment to a more mainstream asset class. And ESG stormed to new heights for investors looking to do well AND to do good.
So what can we expect for 2022? What’s next for ESG? How will personalization impact client expectations? And what’s up with those millennial investors?
Join Christian Boinske, Senior Investment Strategist at Vise, and Vered Frank, CFP®, Head of Product Marketing at Vise for a conversation that helps advisors understand trends for 2022 and what to do about them to grow your practice.
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Speakers:
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Vered Frank, CFP®
Head of Product Marketing
Vise
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Vered Frank is the Head of Product Marketing at Vise. Vered has over 15 years of financial strategy, product and marketing experience – shaping, refining, and driving the adoption of 40+ consumer-facing financial products and services in the IBD, Direct, and Brokerage channels. Prior to joining Vise, Vered spent 8+ years at Charles Schwab in a variety of product and marketing leadership roles including leading product marketing for Charles Schwab Bank. |
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Christian Boinske
Senior Investment Strategist
Vise
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Christian Boinske is a Senior Investment Strategist at Vise. Prior to joining Vise, Christian held multiple roles at Dimensional Fund Advisors, a $600 billion quantitative asset manager. His primary focuses were on the Global Client Group, where he worked with advisors to create solutions that address their problems, and the Portfolio Consulting Group, where he performed in-depth research on asset allocation and manager selection. |
