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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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Fintech doesn’t need another banking app. We want software
The big money in financial services now lies in solving the giant needs of enterprises.
Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey
Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up.
Benefits of a modern tech stack in the wealth management industry
For wealth managers, the pandemic intensified existing pressures facing the industry through shifting customer expectations.
Running a Consumer Fintech Startup within Goldman Sachs
Marcus by Goldman Sachs marked a dramatic shift for the 150-year-old institution, which historically had served only businesses and the wealthy.