Skip to main content

Main navigation

  • News

    Featured Articles

    Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
    Goldman Sachs Believes The Market Will Continue To Rally
    A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
    Osaic Expands Empowered Independence Channel With Pointes North Wealth Management

    Recent

    National Advisors Trust: Spendthrift Trusts: Protecting Heirs from Creditors & Costly Mistakes
    Alternative Asset Managers Are Entering A Pivotal Period
    The Current Market Is Defined Less By Fundamentals Alone
    British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
    $3 Million In Rare Books Stolen From Whitney Estate In 1980's Returned To Heirs

    Popular

    Charles Schwab Accelerates AI Strategy
    Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions
    Wells Fargo CEO Charles Scharf Says The Economy Continues To Demonstrate Considerable Durability
    Allbirds Stock Soars Nearly 600% As The Shoemaker Rebrands As An AI Company
    Citibank Sees A New Positive Trend As Earnings Approach

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events
  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

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) -

Recent

Companies

UBS Faces $850,000 Fine for Supervisory Failures

UBS agrees to pay $850,000 to settle allegations of failing to supervise a registered representative who channeled $7.2 million of clients’ money.

Washington Wire

Haven Rush, ‘Trump Trades’ on Investor Minds After Shooting

Investors will initially favor traditional haven assets, perhaps lean into trades most linked to former Pres. Trump chances of winning White House.

ETF Innovators

A Dynamic Focus on Securitized Income: Touchstone’s TSEC and TUSI ETFs

Touchstone Investments’ TSEC and TUSI ETFs provide innovative solutions for fixed income portfolios, focusing on securitized assets to enhance yield and manage risk. TSEC targets a higher yield with moderate risk over a two- to three-year duration; TUSI offers a low-risk, ultra-short duration option for cash management. These ETFs, backed by Fort Washington’s experienced management, are designed to meet the evolving needs of today’s advisors and investors in a changing market landscape.

ETF Innovators

Principal Active High Yield ETF (YLD): A Strategic Shift to Active High-Yield Bond Management

Advisors seeking to optimize fixed income strategies should consider Principal’s YLD ETF, an active high-yield bond fund that prioritizes quality while capturing attractive yields. By selectively investing in companies with improving credit fundamentals, YLD aims to deliver superior risk-adjusted returns. With low fees and a proven track record, YLD offers a compelling alternative to passive high-yield ETFs, providing a strategic edge in today’s complex market environment. Discover how YLD can enhance your clients’ portfolios.

  • More Articles

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

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2026