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Evolving Trends Redefining Index Usage

August 8, 2025 | 26m 20s

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What's the role of index providers in today's markets? S&P DJI's Brandon Hass joins Cerulli Associates' Brendan Powers, Delta Wealth Advisors' Niko Finnigan and Sunpointe Investments' Rob Mooney for a deep dive into how advisors are putting an expanding range of index tools to work to build model portfolios, increase efficiencies and tailor strategies to meet client objectives.

Featured Companies

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Direct Indexing

Financial Advisors

Global Equities

Model Portfolios

Risk Management

People

Companies

Cerulli Associates

Delta Wealth Advisors

S&P Dow Jones Indices

Sunpointe Investments

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