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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.
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.
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Principal Launches New ETFs, Hires Model Portfolio Strategist to Advance Build Out of Model Portfolio Offering
Principal is continuing to build out its model portfolio offering, making a strategic hire and bringing to market three new multi-factor ETFs.
JPMorgan Chase on opening bank branches: 200 down, 200 to go
JPMorgan Chase & Co is halfway through a campaign to open 400 new bank branches.
If Inflation Is Coming, Bonds May Do A Little Better Than You Expect
If inflation is high and sustained, then it will have a significant impact on your investment strategy.
Don't divest dirty businesses, Deutsche Bank and BlackRock CEOs say
Public companies shouldn't go green by divesting their dirty businesses because in the end this doesn't have an impact on the overall carbon footprint