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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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How to Sound Authoritative and Charismatic
Financial advisors could take a cue from how successful politicians and business leaders talk.
Combining UMAs with Robos to Serve More Clients
Combing the unified managed account model with robo-advice platforms could help advisors tap the affluent investor market...
Simple Steps to Hack-Proof Data and Communications
The recent ransomware hack has hit targets around the world and still isn’t over.
Johnny Depp Hits Age-Old Star Liquidity Trap: Mansion Rich, Cash Broke
Liquidity — or at least an exit — is what separates lasting wealth from a literal house of cards