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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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Digital Transformation Is Not A Technology Problem
Despite digital investment predicted to exceed $2 trillion by 2023, most companies haven't realized the full impact of their investment in digital.
Fintech Douugh Launches US Wealth Management Advice Service
Australian fintech Douugh has continued its US expansion plans launching a Douugh Wealth, an integrated robo-advisory investment service, app.
AssetBook and Wealthbox Team Up to Enhance Advisor Experience
Financial professionals can now seamlessly incorporate data from Wealthbox into the Pulse by AssetBook platform.
Amazon’s Fintech Deal a ‘Wakeup Call’ for Wealth Managers
Amazon has invested in Indian fintech start-up Smallcase, laying the foundations for an incursion into the wealth management space.