Featured
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
Why Mark Mobius Hates Crypto And Crude Oil (But Loves Tech Right Now)
Veteran investor Mark Mobius, often called Dr Doom, sees opportunities in the global stock market even as the emerging world is battered by COVID.
How Cathie Wood Racked Up $250 Million Picking Hot Stocks
So, how did she get so rich? Here’s a look at her investment philosophy and how she and her team pick disruptive innovators like Tesla and Zoom.
3D/L Capital Management Awarded Top Guns Designation by Informa Financial Intelligence
Tax managed and ESG strategies win top-tier status, but the real power of these portfolios is how they work together. Best of breed, best of bundle.
Using Model Portfolios to Solve Factor Investing Riddles
A factor focus can be an excellent strategy for advisors seeking to differentiate themselves to their clients.