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Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing

by Madeline Voss Contributor
Every advisor has a version of the same pitch conversation. The market is volatile, you need to justify your fees, and clients want something that feels built for them—not assembled off a shelf. For a growing number of RIAs and independent advisors, direct indexing is becoming the answer to all three pressures at once.

Featured

Private Credit Could Spark Psychological Contagion, Barr Warns

(Bloomberg) - Federal Reserve Governor Michael Barr said stress in private credit could spark “psychological contagion” leading to a broader credit crunch, once again warning against loosening the reins on Wall Street at a time

Bessent Says US Is ‘Suffocating’ Iran With Oil Industry Creaking

(Bloomberg) - Treasury Secretary Scott Bessent said the US is “suffocating” Iran with economic and financial pressure, suggesting that the rulers in Tehran will eventually buckle.

Indicators Point to Higher Market Upside After Strong Earning Reports

Strong earnings momentum—particularly across AI-linked sectors—continues to underpin equity market resilience and supports the case for further upside.

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TAMPs

Dynamic Advisor Solutions: Location Matters On Fixed Income

Prioritizing asset location not only enhances the value of an advisor’s services but also distinguishes advisors from competitors, especially where fixed income assets are concerned.

TAMPs

Orion Market Commentary: Potential Tide Shifts

A lot of TAMPs have expanded their offering to incorporate market commentary that advisors can use to educate themselves as well as passing on to clients. Here's Orion's latest.

TAMPs

Amplify: Digital Account Opening and the Client Onboarding Process

The wealth management onboarding process might be repetitive to the financial advisor and support team, but for new clients, it’s the first inside look at how you run your enterprise. Here's how you can make the process simple and digital.

Companies

UBS Cuts View on ‘Big 6’ Tech Stocks as Earnings Growth Slows

Big tech companies are running out of steam as the earnings by the sector faces a cool down, according to UBS Group AG’s chief US equity strategist.

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The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

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Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

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The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

News

Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

Companies

Microsoft Beats But Expectations Were Steep

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