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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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Robo Showdown: Investors Are Setting up Multiple Robo-Advisors Just to Watch Them Fight
When you hear the words “robo showdown,” you probably envision hulking machines with their arms outstretched, fighting to the death.
Keeping a Human Face on All-Digital Banking
Through the pandemic, the anti-branch crowd had a field day, declaring that closures had forced the banks to admit they were right all along.
CFP Board Imposes Public Discipline
Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public disciplinary actions against the following individuals.
How To Invest Like A Legend
In the league of elite investors, few can rival the late David Swensen, former head of the Yale Endowment.