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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.
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.
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Trump’s Pick To Run FCC Is An Ominous Sign For Big Tech
The country’s tech titans might need to start fortifying defenses against the agenda of incoming Federal Communications Commission chair Brendan Carr.
Robinhood Shares Have Surged Following Post-Election Crypto Enthusiasm
Shares of Robinhood Markets have surged this year as investors back the company’s evolution and capitalize on a post-election surge in crypto.
Fed's Powell May Have Made US Monetary Policy Boring Again
Fed Chair Jerome Powell may be remembered as the man who got the U.S. through the pandemic and the one who made central banking boring again.