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Alpha Vee Solutions: Powering the Next Generation of Direct Indexing
Alpha Vee CEO Leigh Eichel on the firm’s risk management methodology and $15M tech investment for customization and tax efficiency in direct indexing.
Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities
Seeds CEO Zach Conway: Direct indexing conversations miss the mark when advisors lead with capabilities instead of client needs and circumstances.
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The Bumble IPO And Blackstone’s Private Equity Goldmine
The $2.2 billion initial public offering of dating application Bumble on Thursday went off like so many before it.
Jim Simons Makes Billions While Renaissance Investors Fume at Losses
Jim Simons added $2.6 billion to his vast wealth in 2020. His clients weren’t so fortunate.
Is The Stock Market About To Crash?
'Very, very concerning' echoes of the 90s dot-com bubble are being heard loud and clear by nervous market experts.
'Ok to feel overwhelmed': banks tackle burnout inflamed by virus
From a burned-out bank boss to call centre workers isolated at home, the financial sector is suffering a surge in mental health issues.