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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha

by Madeline Voss Contributor
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.

Featured

Goldman Sachs Believes The Market Will Continue To Rally

Geopolitical tensions involving Iran continue to command headlines, yet market behavior suggests investors are increasingly looking past near-term uncertainty and focusing instead on forward-looking fundamentals.

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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Portfolio Construction

Model Portfolios Bring Fresh Thinking to the 60/40 Debate

Some market observers are debating whether or not the idea of 60 equities/40 fixed income split has run its course.

Portfolio Construction

Cathie Wood Embraces Virtue Over Vice in New ‘Transparency’ ETF

Ark Investment Management founder Cathie Wood is launching a Transparency exchange traded fund aimed at virtue.

Washington Wire

AOC, Tlaib, Pressley Call on Biden to Dump Powell as Fed Chair

They want to see someone at the helm who is more aggressive on financial regulation and climate change.

News

The SEC and the DOJ just Charged Startup Founder

The SEC and the DOJ just charged this startup founder with fraud, saying he lied to Tiger and others.

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Popular

Companies

Charles Schwab Accelerates AI Strategy

Washington Wire

Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions

Economy

Wells Fargo CEO Charles Scharf Says The Economy Continues To Demonstrate Considerable Durability

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

Companies

Allbirds Stock Soars Nearly 600% As The Shoemaker Rebrands As An AI Company

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