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
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.
Fed’s Daly Says She’s ‘Very Comfortable’ With Two 2025 Rate Cuts
Fed Bank of San Francisco President Mary Daly said she is “very comfortable” with policymakers’ median projection of two interest-rate cuts next year.
Charles Schwab Files Lawsuit Against Former Advisor
Charles Schwab has filed a lawsuit against a former financial advisor, Roberto Ortega, accusing him of breaching a non solicitation agreement.