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Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities
Seeds CEO Zach Conway: Direct indexing conversations miss the mark when advisors lead with capabilities instead of client needs and circumstances.
Alpha Vee Solutions: Powering the Next Generation of Direct Indexing
Alpha Vee CEO Leigh Eichel on the firm’s risk management methodology and $15M tech investment for customization and tax efficiency in direct indexing.
Recent
Citadel Defies Commodities Slump To Rack Up $4 Billion In Gains
Citadel is on track to defy a sluggish year for commodities trading across Wall Street, burnishing the fund’s image as a top force in the asset class.
S&P 500 Will Hit 6,666 In 2025 With Large-Cap Value Stocks Leading The Way: BofA
The stock market rally is far from over, according to Bank of America's equity and quantitative strategy team.
Fidelity Plans To Shift The Way Advisors Manage Clients' Uninvested Cash
Fidelity Investments plans to shift the way independent financial advisors manage uninvested client cash, potentially impacting investor returns.