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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.
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 pas
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Elon Musk Is 'Entitled, Arrogant': Strategist Slams Tesla CEO As 'Billionaire Bully'
The analyst said he was forced to comment on the matter after watching Musk's “faith in humanity was restored” comment.
BofA fund manager survey shows surge in growth expectations
A survey of almost 200 global fund managers by BofA has shown a record surge in global growth expectations over the last two months.
The Good, The Bad And The Ugly For Investors In 2020
2020 is just around the corner, and it could very well be a year in which investors receive some healthy outcomes.
Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes
The passage of the SECURE Act came as a bit of a surprise as it appeared to be derailed during the fall.