On Wednesday last week, Bob moderated a panel discussion on the diligence advisors should perform before recommending direct indexing to clients. With him are the two panelists: Allan Roth (left, an advisor and frequent Advisor Perspectives author) and Patrick Geddes (right, the founder of Aperio, now part of BlackRock). On Thursday, he spent the day fly fishing on the South Platte river outside of Denver with a high-school friend who is a guide.
