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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.
Recent
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.
After Nearing Historic Level Bitcoin Rally Fizzles
Bitcoin steadied below the $100,000 milestone after a rally that nearly breached the historic level fizzled.
JPMorgan Rejects Transition-Finance Trend Gripping Wall Street
JPMorgan Chase & Co. is turning its back on a trend that’s been embraced by many of its Wall Street peers.
Even Without An Economic Downturn Stocks Could Be Due For A Pullback
Recession fears have eased significantly since the summer, driving renewed investor confidence in a surging stock market.