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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

Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence

It comes down to earnings durability and breadth.

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.

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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FundFocus

Ray Dalio’s Famous Trade Is Sputtering and Investors Are Bailing

Give us your money, executives at Ray Dalio’s Bridgewater Associates and other hedge funds said, and we’ll funnel it into a money-minting sure-thing.

FundFocus

Stock Market Downturn Likely Approaching It's Conclusion

The recent multi-week downturn in the stock market is likely approaching its conclusion, according to insights from Fundstrat’s Tom Lee.

Companies

Dimon Meets With Development Bank Leaders Seeking Private Money

JPMorgan CEO met with execs from the World Bk Grp and development lenders as they seek to pull private money initiatives across emerging markets.

Washington Wire

Jay Powell Just Made 2024 More of a Puzzle for Regional Banks

This week 12 of the nation's midsize lenders reported sizable drops in first quarter profits thanks largely to the effect of elevated interest rates.

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Practice Management

Private Credit Could Spark Psychological Contagion, Barr Warns

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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

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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