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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

Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

(Yahoo! Finance) - Three Federal Reserve officials offered insight about why they dissented at this past week’s meeting over the central bank’s bias toward cutting interest rates.

Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence

It comes down to earnings durability and breadth.

China's Rare Defiance Of US Sanctions Sparks Showdown Over Banks

(Bloomberg) - China has ordered companies to defy US sanctions for the first time, a step that threatens to put its banking sector into the crosshairs of competition between the world’s largest economies.

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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.

Companies

Ken Griffin’s Citadel Calls Trump Media CEO a ‘Loser’

Ken Griffin’s Citadel calls Trump Media CEO a ‘loser’ after he wrote a letter to NASDAQ claiming to be a victim of potential market manipulation.

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Practice Management

Private Credit Could Spark Psychological Contagion, Barr Warns

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

FundFocus

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

Companies

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

Washington Wire

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

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