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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
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JPM Strategist's Retiring Words: Goodbye And Beware The Summertime Blues
Normand said the market is in a young phase, though he expects returns to be below average for the rest of the year and correction odds are elevated.
UBS CIO Would Rather Be In China Than Today's Hot Stocks
"A million miles away" is Kevin Russell's preferred distance from companies like GameStop that are completely divorced from economic reality.
When "Meme Stock" Mania Spreads To The Index Funds
Around 68% of the $14.5 billion iShares MSCI USA Momentum Factor ETF had to be changed because of the huge market rotation roiling the market lately.
Gundlach Feels Inflationary Shock Personally As Summer Heats Up
According to Gundlach, DoubleLine's model suggests inflation "is probably going to go higher in the next couple of months" and might peak in July.