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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.
AI As An Investment Theme Operates Under A Unique Level of Scrutiny
Artificial intelligence as an investment theme continues to operate under a uniquely intense level of scrutiny.
Recent
Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the past five years — a transformation that is no longer about experimentation and is increasingly about building the core of a portfolio.
Fannie And Freddie Expand Their Credit Evaluation Frameworks
Housing finance leaders Fannie Mae and Freddie Mac have expanded their credit evaluation frameworks to incorporate alternative scoring models that capture rental and utility payment histori
Fuel Costs A Catalyst For Broader Spending Constraint By Consumers
After demonstrating notable resilience in recent months—even as geopolitical tensions surrounding the Iran conflict pushed energy prices sharply higher—U.S.
National Advisors Trust: Spendthrift Trusts: Protecting Heirs from Creditors & Costly Mistakes
Most families want their legacy to be a source of financial stability. Yet when assets are inherited outright, even well-intended gifts can be exposed to divorce, lawsuits, creditors, or impulsive financial decisions. Spendthrift trusts provide an added layer of protection.