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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
Orion's HiddenLevers Brings On A New $3 Billion Deployment
In just a matter of weeks after Orion announced its acquisition of HiddenLevers, a $3 billion platform signed on to use the firm's risk analytics.
Morningstar: Are Stocks Growing Fast Enough To Justify Valuations?
While a lot of recent attention has been devoted to the impact of interest rates, here we focus on another key input into any valuation model: growth.
AssetMark: What You Need To Know About Fee-Aware Clients
Advisors that have worked in the industry for a long time have noticed a slow but steady change: clients are more sensitive to fees than ever.
Global G7 deal may let Amazon off hook on tax, say experts
Experts have raised concerns that Amazon may escape paying significantly more tax in some of its biggest markets.