Marlena Lee

Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors, shares her insights on the investment landscape. She breaks down CVS's struggles amidst activist investor pressure and competitive dynamics. The conversation dives deep into the benefits of small-cap stocks for diversification and how traditional indexing compares to active management strategies. Marlena also emphasizes the importance of understanding investment costs beyond just expense ratios, highlighting real-world examples to illustrate her points.

Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, discusses the application of academic research to index fund investments. Joanne Bradford, President and Chief Money Officer at Domain Money, flips the narrative on access to financial advice for Americans. Tim White, Co-Founder & CGO at Wealth.com, unveils the vast potential in estate planning, emphasizing AI's role in transforming financial decision-making. They also explore generational dynamics in wealth management and the impact of technology on client relationships.