Featured
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
Recent
The S&P 493's Earnings Recession Is Over: Morning Brief
The S&P 500 is up 17% so far this year largely attributed to just a handful of stocks tracking one theme — the Magnificent Seven and AI.
SEC Appear to Consider Lengthening Timeline for AI Rule
The SEC appears to be extending its timeline to issue a regulation governing how financial advisors and brokers can use AI.
Chase’s Plan to Charge for Checking Accounts
Chase’s plan to charge for checking accounts—and how consumers might respond.
Top Wall Street Strategist Explains Why He's Abandoning an S&P 500 Target
A year-end prediction isn't the best way to communicate value in the market to investors, Piper Sandler argued.