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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
2017 SMA Managers & Strategists of the Year Recognized at Envestnet Advisor Summit
Envestnet, Inc. and Investment Advisor magazine announced the winners of the 13th Annual Separately Managed Account (SMA)
Obamacare Repeal Feeds Mass Affluent Fear, UHNW Relief
It’s critical to segment messaging for the obvious winners from what you tell potential losers.
How and When Will the Next Recession Hit? Start Cushioning Your Clients Now
Whether we have a year or five, there’s no better time to manage expectations and keep everyone’s eyes fixed on the long-term prize.
Gergen: DOL Doomed, 45-Year DC Veteran Tells Advisors at Envestnet Summit
Simply hitting the brakes on fiduciary mandate is all it takes to let free market forces work.