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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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The Trust Advisor

Oregon woman died homeless while she had $884,000 in unclaimed funds

Cathy died homeless while $884,000 in inheritance money sat unclaimed in a state bank.

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Global big banks plot back-to-office plans as vaccines roll out

The biggest banks in the world plan to re-open their offices, emboldened by aggressive vaccination drives and falling COVID-19 cases.

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U.S. tech giant shares barely react to G7 tax deal

Shares in U.S.

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Some on Wall Street try options trade to bet against AMC without getting burned

Some Wall Street traders are betting against another massive rally in AMC Entertainment Holdings Inc and other "meme" stocks this week.

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Companies

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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