Featured
How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
Recent
As US Rally Pauses, Global Stocks Enjoy Historic Outperformance
The first year of Trump’s second presidency has brought an outperformance of international stocks over the S&P 500.
Key Executive Convicted Of Defrauding JPMorgan Chase Is Sentenced To Over 5 Years In Prison
A top executive at a startup company that eased the process for college students applying for financial aid was sentenced to over five years.
What Is A 'K-Shaped' Economy, And What’s Causing The Divide?
The “K-shaped” economy, widely touted in the financial press, is the latest expression of wealth inequality.
JPMorgan, BofA Flag Trump Debanking Order In SEC Filings
The nation’s two largest banks have each flagged President Donald Trump’s August executive order targeting debanking as an issue to watch.