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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
Recent
Ken Fisher Resurfaces: Industry Pariah, Secret Genius or Both?
Rehabilitation efforts have started among the people who ultimately rate his relevance. But all the TV ads in the world won’t help his reputation.
The Year In Marijuana ETFs
As the year progressed, flows into cannabis ETFs began to slow considerably.
How Passive Is That Passive ETF Really? Suit Raises Question
For all the debate over passive versus active investing, a recent lawsuit raises a simple question: What does it even mean to be a passive fund?
Retiree’s Guide To High-Yield ETFs
Stocks and bonds yield 2% these days. That’s problematic if you had in mind withdrawing 4% a year from your savings.