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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.
Recent
Vanguard ETF Dethrones State Street for Biggest Annual Inflow
One of Vanguard’s exchange-traded funds has just taken the crown for the biggest annual inflow, giving the issuer an edge over competitors.
Seventh Annual Advisor Authority Reveals Financial Professionals Bullish About M&A in RIA Industry
Broker-Dealer Financial Professionals look to Monetize their Practice while others look to make their practices stronger.
Vanguard to Lower Investor Costs by an Estimated $190 Million
Vanguard to Lower Investor Costs by an Estimated $190 Million through Enhancements to its Target Retirement Series
Incorporating Active and Passive Strategies
What's the best way to manage a portfolio? Our expert Tony Davidow looks at both passive and active strategies and models that use both.