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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

Goldman Sachs Believes The Market Will Continue To Rally

Geopolitical tensions involving Iran continue to command headlines, yet market behavior suggests investors are increasingly looking past near-term uncertainty and focusing instead on forward-looking fundamentals.

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

A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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BlackRock CEO Larry Fink Calls Himself a "Major Believer" in Bitcoin Amid Global Uncertainty

BlackRock CEO Larry Fink described Bitcoin as a legitimate instrument, particularly appealing to those with a pessimistic outlook on global affairs.

Companies

Charles Schwab Sinks After Vowing to Shrink Bank Over Time

Charles Schwab shares suffered their biggest intraday drop since last year’s regional-bank crisis after warning it will have to shrink itself.

Companies

Hedge Fund Segantii Has Returned More Than 90% of Client Money

Segantii Capital Management Ltd. has returned more than 90% of its client capital two months after the firm told investors it would.

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Morgan Stanley's Wealth Business Slowdown Overshadows Profit Beat

Morgan Stanley's profit beat Wall Street expectations for the second quarter, but weakness in its key wealth business sent shares nearly 3% lower.

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Popular

Companies

Charles Schwab Accelerates AI Strategy

Washington Wire

Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions

Economy

Wells Fargo CEO Charles Scharf Says The Economy Continues To Demonstrate Considerable Durability

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

Companies

Allbirds Stock Soars Nearly 600% As The Shoemaker Rebrands As An AI Company

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