Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA

48:47
 
Share
 

Manage episode 467298280 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Direct Indexing Strategies with Greg Kanarian, JD, CFA

Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies.

Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you!

To learn more:

https://www.linkedin.com/in/greg-kanarian/

https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 467298280 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Direct Indexing Strategies with Greg Kanarian, JD, CFA

Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies.

Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you!

To learn more:

https://www.linkedin.com/in/greg-kanarian/

https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian

  continue reading

150 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play