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Direct Indexing vs. ETFs – Friends or Foe?

Direct indexing has been getting a lot of attention these days, and the conversation is not really just about the benefits of direct indexing. ....

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Former Pennsylvania securities commissioner Irwin running for Congress

Former Pennsylvania securities commissioner Irwin running for Congress
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The latest in financial #AdviserTech — November 2021

The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs. ....

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Tax hikes could fall away as Democrats shrink Build Back Better bill

As Democrats work to pass legislation incorporating Biden economic plan, the package seems to be shrinking and could jettison some tax hikes. ....

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ESG information buffet can confuse hungry investors

Investors hungry for information about ESG investing are encountering a sumptuous buffet but not always feeling nourished. ....

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