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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.
Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the pas
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IRS Collects Milestone $1 Billion In Back Taxes From High-Wealth Taxpayers
The IRS announced Thursday that it has collected $1 billion in back taxes from high-wealth tax cheats.
ARK Investment's Cathie Wood Defends Strategy In Letter To Investors
CEO of ARK defended the strategy of the firm's money-losing flagship fund, telling investors that its fortunes will reverse when interest rates fall.
Regulators Fine Citigroup $136 Million In Setback For CEO Jane Fraser
Regulators slapped Citigroup with $136 million in fines for failing to resolve long-standing deficiencies surrounding controls and risk management.
Questions Persist About The Source of Funds Used by Roaring Kitty To Purchase Shares
A month after the re-emergence of Keith Gill, aka Roaring Kitty, questions persist about the source of funds used to buy GameStop and Chewy shares.