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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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Innovest Recognized Among 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview
Innovest joins an elite number of companies that have earned a spot on 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview.
Personal Reaganomics: A Presidential Legacy Winds Down
Compared to today’s career politicians and movie stars, the amount of money the Reagans left behind after a lifetime of government and glamour practically seems like an embarrassment.
How the Vultures Ate Curian Capital
Curian Capital, one of America's largest TAMPs with $12B in AUM suddenly announced it would shutter at the end of last year.
Is Rupert Murdoch Insane To Risk $12 Billion On Fourth Marriage?
The 84-year-old media mogul’s surprise engagement to legendary supermodel Jerry Hall raises estate planning questions that go beyond doubts about the wisdom of courting another expensive da