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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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Ameriprise Secures Restraining Order Against LPL in Client-Solicitation Dispute
Federal judge granted Ameriprise's request for temporary restraining order which addresses actions taken by advisor team that transitioned to LPL.
New Crop of Bitcoin ETFs Could Revitalize the Slumping Digital-Asset Market.
Speculation mounted that a new crop of bitcoin ETFs could revitalize the slumping digital-asset market.
Strategist Says Sharp Correction in Real Estate - Decade to Recover Possible
The real estate market faces a sharp correction with losses that could take a decade to recover from, strategist says.
Merrill Lynch Agrees to Settle Allegations of 1.5 Million
Merrill Lynch agrees to pay nearly $1.5 million to settle allegations.