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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.
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.
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Warren Buffett Reveals New Giving Plan
Warren Buffett reveals new giving plan, says 99% of estate will go to charity. Children will be left to allocate donations.
intelliflo redblack Wins Tech Prize
The platform offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.
AssetMark: The Ultimate Guide to Financial Advisor Marketing
Research shows that 80% of financial advisors have no defined marketing strategy. Is this a mistake? A missed opportunity for growth?
Flexible Plan: Don't Pine For Perfection
The Perfect Timer believes that active investment is about selling at the “top” and then buying back in at the “bottom,” then repeating the process as often as possible. If you don’t sell at the top, they say, you’ve lost them money.