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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

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.

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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Brokerage Billionaire Warns Against Shorting AMC, Meme Stocks: Prices Could Hit ‘Unimaginable Highs’

As shares of AMC and other meme stocks recoup losses, billionaire Thomas Peterffy cautioned investors against shorting the crop of volatile stocks.

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Reddit Trading Frenzy Makes 'SPAC King' Chamath Palihapitiya A Billionaire—Again

A forceful resurgence in shares of Medicare Advantage insurer Clover Health has made "SPAC king" Chamath Palihapitiya a billionaire again.

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Federal Reserve to release 2021 bank stress test results June 24

The Federal Reserve announced that it would publish the results of its annual stress test of the nation's largest banks on June 24.

The Trust Advisor

Will the Biden Tax Plan Impact Your Estate Plan?

On April 28, Biden delivered a speech to a joint session of Congress outlining his American Families Plan and his infrastructure package.

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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

Companies

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

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

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