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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

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

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.

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

(BUSINESS WIRE) -

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Companies

BlackRock Assets Hit Record $10.6 Trillion High On ETF Flows, Bull Market

Assets managed by BlackRock hit a record $10.65 trillion in the 2nd quarter due to rising client asset values and as investors pumped money into ETFs.

TAMPs

Adhesion: Effective Succession Checklist

Unfortunately, many advisors fail to complete the transition of their practice from one generation to the next. The tools in this resource will help.

Companies

Goldman Sachs Profit Beats Expectation On Robust Debt Underwriting, Fixed-Income Trading

Goldman Sachs' profit more than doubled in the second quarter and beat analysts' estimates on strong debt underwriting and fixed-income trading.

Events

U.S. Corporate Bankruptcies are Soaring

U.S. corporate bankruptcies are soaring above the pandemic-era peak, adding to the economic alarm bells piling up.

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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

Companies

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

FundFocus

Citibank Sees A New Positive Trend As Earnings Approach

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