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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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Goldman Sachs On 'Correction Watch' As Stocks Track CPI, Powell Shift
Fed Chairman Jerome Powell dropped a major hint this week on the central bank's plans to end the longest stretch of high interest rates on record.
UBS Agrees To $850,000 Payout To Resolve Allegations Of Failing To Supervise Representative
UBS agrees to pay $850,000 to resolve allegations of failing to supervise a registered representative accused of wrongfully channeling money.
A Big Bank Rally Is About To Be Put To The Test
The stocks of big banks are outperforming the rest of the S&P 500 (^GSPC) this year, and that investor confidence is about to be put to the test.
AI Has Powered The S&P 500 This Year
The AI juggernaut that has fueled the S&P 500 (^GSPC) rally this year is expected to keep driving returns over the next six to 12 months.