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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

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.

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

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.

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Practice Management

Charles Schwab Survey Finds Financial Wellness Programs Are Gaining Momentum With Employers

A new survey from Schwab reveals that financial wellness programs are quickly becoming a core part of employee benefit and compensation packages

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TAMPs

Record Keepers Bet on Managed Accounts Over Target-Date Funds

Record keepers are betting that 401(k) managed accounts will become more popular in relation to target-date funds

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News

De Niro Exposes $60 Billion Moral Abyss In New Madoff Movie

Nearly a decade after the crash, Hollywood struggles to fit the biggest market monster in memory into a cozy narrative box.

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TAMPs

Fidelity Survey: Retail Investors Eager For Advice

When it comes to investing: do it yourself or enlist a pro?

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Charles Schwab Accelerates AI Strategy

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Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions

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Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

Economy

Wells Fargo CEO Charles Scharf Says The Economy Continues To Demonstrate Considerable Durability

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

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