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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

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.

Fuel Costs A Catalyst For Broader Spending Constraint By Consumers

After demonstrating notable resilience in recent months—even as geopolitical tensions surrounding the Iran conflict pushed energy prices sharply higher—U.S. consumers are now showing early signs of retrenchment.

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.

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The Trust Advisor

Ric Flare Claims He's Done With Marriage After Losing Millions in Divorce Battles

Ric Flair is officially waving the white flag when it comes to marriage—and he’s blaming his bank account.

The Trust Advisor

Switzerland Rejects Proposed 50% Inheritance Tax On Wealth Over 50 Million Francs

In Switzerland, the vote on the proposed inheritance tax for assets exceeding 50 million francs sparked significant debate.

The Trust Advisor

Prairie Trust®: Building a Trust Company Around Advisor Relationships, Not Despite Them

“Advisor friendly” often functions as marketing jargon, but Prairie Trust® has built its trust administration model around the concept. VP and Director of Fiduciary Sales Terry Doyle explains how the firm maintains advisor relationships through custodian neutrality, responsive service, and willingness to handle complex estate settlements and special needs trusts—work many institutional trustees avoid. The approach has grown Prairie Trust from $350 million to more than $1.5 billion in assets under administration over 11 years.

Crypto4Advisors

Crypto’s Retail Traders Hit Hard As Strategy ETFs Plunge 80%

Retail investors who piled into Michael Saylor’s grand Bitcoin experiment are paying a heavy price.

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Charles Schwab Accelerates AI Strategy

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Fannie And Freddie Expand Their Credit Evaluation Frameworks

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

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

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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