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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

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.

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

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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Living Rich

Tom Cruise Film Stunt Risks $400M Star: Where's The "Extreme" Limit?

Chasing “impossible missions” for Hollywood profits is only a viable form of Russian roulette before you and your advisors have something to lose.

v
News

How Broker-Dealers Can Help RIAs in DOL Rule World

Many in the wealth management industry have been focused on how advice practices are affected by regulatory changes

Financial advisors are less satisfied with their firms than they were last year and the decline is sharpest among the highest producers, according to the J.D. Power 2017 U.S. Financial Advisor Satisfaction Study,SM released today. A confluence of factors, including continuing changes to compensation, uncertainty over the Department of Labor Fiduciary Rule, emerging technologies like robo-advisors and waning faith in firm leadership are all contributing to the trend.  The study measures satisfaction among bo
TAMPs

J.D. Power Financial Advisor Study Finds Attrition Risk Rising among Top Performers As New Regulation and Technology Create Uncertainty

Financial advisors are less satisfied with their firms than they were last year and the decline is sharpest among the highest producers, according to the J.D. Power 2017 U.S.

Markets
The Trust Advisor

How Nevada Became America's Safest State for Wealth Protection

Bulletproof: Nevada's Supreme Court Decision Klabacka vs. Nelson confirms protections of Nevada Trusts

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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

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

Companies

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

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