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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

AI As An Investment Theme Operates Under A Unique Level of Scrutiny

Artificial intelligence as an investment theme continues to operate under a uniquely intense level of scrutiny.

Fuel Costs A Catalyst For Broader Spending Constraint By Consumers

After demonstrating notable resilience in recent months—even as geopolitical tensions surrounding the Iran conflict pushed energy prices sharply higher—U.S. consumers are now showing early signs of retrenchment.

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.

Recent

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.

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.

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Popular

Companies

Charles Schwab Accelerates AI Strategy

Washington Wire

Fannie And Freddie Expand Their Credit Evaluation Frameworks

News

Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

The Trust Advisor

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

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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