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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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SEI Economic Outlook: Settling Into The New Normal
At the start of the year, SEI noted that investors were unusually optimistic, driven in part by the superb performance of the S&P 500 Index during 2023.
Absolute Capital: The Back Office Butler
Financial representatives are invited to take advantage of Absolute Capital’s white glove service model which will put time back in your day. Choose from a menu of services.
Will Bain Take Envestnet Out?
If the negotiations conclude successfully, a deal with Bain could be announced as soon as this week and would value Envestnet at close to its current stock price.
The Record Rally in The Stock Market Isn't Over
Despite investor concerns in mega-cap tech stocks, stretched valuations, and signs of an economic slowdown, Yardeni finds confidence in earnings.