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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.
Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the pas
Recent
Bitcoin Slides On 'Weak' Sentiment, Strategy, Coinbase Among Crypto Stocks Hit
Bitcoin tumbled more than 8% on Monday alongside crypto-related stocks, casting doubt on a year-end rally despite growing prospects of a Fed rate cut.
Michael Burry Says Tesla Is 'Ridiculously Overvalued,' Slams Musk Pay Package
Short seller Michael Burry just took a swipe at another richly valued stock: Tesla (TSLA).
RBC Sets 12-Month S&P 500 Target At 7,750 As More Wall Street Firms Turn Bullish On Stocks
RBC Capital Markets has become the latest Wall Street firm to signal confidence in US stocks, establishing a new 12-month price target for the S&P 500
From Account-Level Chaos to Household-Level Clarity: SS&C Black Diamond Wealth Solutions’ Rebalancer
Rebalancing doesn’t have to be painful. Jerry Barrs, Senior Product Manager at SS&C Black Diamond Wealth Solutions, explains how the company’s Rebalancer shifts portfolio management from account-level spreadsheets to household-focused automation. With upcoming UMA capabilities that will structure sleeves around client goals—retirement, education, vacation homes—rather than just asset classes, SS&C Black Diamond is rethinking what wealth management technology should enable advisors to do.