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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.
'I Can Do It In Math': Wall Street's Private Credit Giants Try To Calm AI Fears Amid Steep Software Sell-Off
An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread.
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This Common Oversight Cost Chadwick Boseman's Heirs Almost $1 Million
The late Chadwick Boseman's estate lost nearly a quarter of its value in settlement fees, thanks in large part to one missing document: a will.
Can Offshore Trusts Protect Your Money When You Die?
Offshore trust is a tool used for asset protection and estate planning by transferring assets into control of legal entity based in another country.
Paul Simon, Wife Edie Brickell Sell Connecticut Estate for Millions Less Than They Paid for It
Three years after they first listed it, Paul Simon and wife Edie Brickell have finally sold their mansion in New Canaan, Connecticut.
Wife of John Paulson Demands $1B in Divorce
Wife of John Paulson demands $1B in divorce, alleges ‘secretive web of trusts’.