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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

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.

Fuel Costs A Catalyst For Broader Spending Constraint By Consumers

After demonstrating notable resilience in recent months—even as geopolitical tensions surrounding the Iran conflict pushed energy prices sharply higher—U.S. consumers are now showing early signs of retrenchment.

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.

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The Trust Advisor

House Democrats consider curtailing Biden’s inheritance tax plan

Ways and Means Chair mulls alternatives to ending “step-up in basis” tax provision.

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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Washington Wire

Fannie And Freddie Expand Their Credit Evaluation Frameworks

Companies

Charles Schwab Accelerates AI Strategy

News

Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

The Trust Advisor

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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