How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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Direct Indexing: Scaling Up Your Portfolio
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Manage episode 514941501 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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://podcastplayer.com/legal.
While index funds have their benefits, customization has never been one of them, that is - until now. Donna and Nathan discuss how the technology behind direct indexing is allowing investors to design their own specialized portfolio to benchmark an index, while using sophisticated tax efficiency strategies unavailable with traditional index funds. Also on MoneyTalk, getting your ducks in a row before retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®, CPWA®; Air Date: 10/16/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!
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100 episodes
MP3•Episode home
Manage episode 514941501 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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://podcastplayer.com/legal.
While index funds have their benefits, customization has never been one of them, that is - until now. Donna and Nathan discuss how the technology behind direct indexing is allowing investors to design their own specialized portfolio to benchmark an index, while using sophisticated tax efficiency strategies unavailable with traditional index funds. Also on MoneyTalk, getting your ducks in a row before retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®, CPWA®; Air Date: 10/16/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!
…
continue reading
See omnystudio.com/listener for privacy information.
100 episodes
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