Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and … <p class="read-more"><a class="btn btn-default" href="https://nreiweekender.blubrry.net/2025/12/15/wealth-management-invest-digging-into-smas-and-direct-indexing-with-columbia-threadneedles-daniel-milligan/"> Read More<span class="screen-reader-text"> Read More</span></a></p>