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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

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.

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. consumers are now showing early signs of retrenchment.

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.

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News

Wells Fargo Catches $88,000 Vault Embezzler

Henderson allegedly used the money to pay for personal expenses and to make a $20,000 cash payment on a 2019 Mercedes-Benz vehicle.

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.

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Washington Wire

Fannie And Freddie Expand Their Credit Evaluation Frameworks

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Charles Schwab Accelerates AI Strategy

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

The Trust Advisor

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

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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