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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha

by Madeline Voss Contributor
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.

Featured

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt

Goldman Sachs Believes The Market Will Continue To Rally

Geopolitical tensions involving Iran continue to command headlines, yet market behavior suggests investors are increasingly looking past near-term uncertainty and focusing instead on forward-looking fundamentals.

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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Commentaries

Jeffrey Gundlach Sees Bad News for Treasury Bulls in This Metals Indicator

Rallying copper tends to indicate demand for home-building and other industrial inputs -- all signs of a reasonably strong economy, while gold stalls.

Advisor Wellness

Can An Extra 16 Minutes Of Sleep Score You A Promotion?

“Sleep is akin to a performance-enhancing drug,” says Philip Gehrman, an assistant professor of psychiatry at the University of Pennsylvania.

Advisor Wellness

The secret to better sex, sleep, stress and fitness in your 60s

As you reach your 60s and the heady promise of retirement, you might think it's time to take things slowly.

Advisor Wellness

Billionaires' Success Boils Down to 3 Personality Traits That Aren't Directly Tied to Intelligence

Companies run by billionaires perform twice as well as the rest of the market, according to a new report. Here are some of the reasons why.

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Companies

Charles Schwab Accelerates AI Strategy

Washington Wire

Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions

Economy

Wells Fargo CEO Charles Scharf Says The Economy Continues To Demonstrate Considerable Durability

Companies

Allbirds Stock Soars Nearly 600% As The Shoemaker Rebrands As An AI Company

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

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