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How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
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How the Wealthy are Preparing for Higher Taxes
To pay for a historic and sweeping expansion of the social safety net Biden and Democrats are planning to slap wealthy Americans with higher taxes.
Surging Treasury Yields Batter ARK Fund Amid Broad Tech Selloff
broad selloff in technology battered flagship fund of stock picker Cathie Wood’s ARK Invest.
Blockchange Inc. Launches Alliance with Equity Trust Company
Blockchange Inc. Launches Alliance with Equity Trust Company to Deliver Tax-Advantaged Crypto Asset Investing Capabilities for RIA Firms.
SEC Charges Quantitative Analyst with $8.5M Front-Running Scheme
The SEC charged a quantitative analyst with a years-long scheme to front-run securities trades entered by two investment advisers that employed him.