Cost: Complimentary
Date:Thursday, March 26, 2026
Time: 2pm ET | 11am PT
Sponsored by:
Equity portfolios have benefited from years of innovation in personalization. Direct indexing has given advisors practical ways to reflect tax considerations, preferences, and planning objectives at scale. Fixed income, by contrast, has remained difficult to customize—often constrained by operational complexity, limited flexibility, and standardized models that prioritize efficiency over individual outcomes.
As client needs become more nuanced, those limitations are harder to ignore. Income timing, tax sensitivity, duration preferences, and risk tolerance vary widely across households, yet fixed income portfolios have struggled to reflect those differences in a scalable way.
In this conversation, we will discuss why fixed income personalization has historically lagged equities, and why that’s starting to change. You will learn:
— Why customization in fixed income has been structurally harder than in equities
— What advisors have learned from the evolution of direct indexing
— Where traditional fixed income approaches break down as client needs diverge
— How firms are beginning to rethink fixed income construction with personalization in mind
Featured Speakers: 
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Brian Libby| Business Development Consultant |Orion Advisor Solutions
Sam Stoner| Manager of Portfolio Management |Orion Advisor Solutions
Register Now!
Can’t attend? Register here for an on-demand recording after the webcast.
