Featured
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
Bond Traders Turn to 2025 Amid Most Agonizing Easing in Decades
Bond traders have rarely suffered so much from a Federal Reserve easing cycle. Now they fear 2025 threatens more of the same.
UBS Reached $3.5 Million Settlement to Resolve Allegations
UBS has reached $3.5 million settlement to resolve allegations of supervisory failures tied to short-term trading in preferred stocks by its brokers.
The Dow Gets Hit With a Sledgehammer — How Worried Should You Be?
On big down days for the stock market or prolonged stretches of sell-offs, it's good to have a trusted playbook.
Private-Place Life Insurance Coming Under Scrutiny From Lawmakers
Life insurance rarely excites advisors but for ultra-high-net-worth individuals, private-placement life insurance policies can reduce estate taxes.