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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.
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Wall Street banks court moderate Democrats to blunt Warren's hostility
Lobbyists are seeking moderate Democratic allies in Congress to deprive Warren of votes and curb policies they consider hostile to their interests.
Villains or visionaries? Hedge funds short companies they say 'greenwash'
Global investment dollars are pouring into companies touting robust environmental, social and governance credentials. Short-sellers spy an opportunity
Here's How Much Warren Buffett Has Made on Goldman Sachs
Along with his purchase of preferred shares, Buffett was outright granted warrants to buy 43.5 million common shares of Goldman Sachs at any point.
Dimon: JPM Isn't Racist
“I am disgusted by racism and hate in any form,” Dimon wrote in the memo, asking employees to remain vigilant and active in monitoring policy.