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An Enterprise Wealth Podcast
Featured Episode
Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes to prevail with a newly accessible investment vehicle.
Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform.
In this episode:
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Meet the Hosts
Julie Willoughby
Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.
Ben Johnson, CFA
Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.
Personalization
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