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Medicare Strategy Must Be Implicated In The Broad Retirement Plan
Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare.
Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack
Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.
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Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
A new study from Cerulli Associates and Invesco finds that North American institutional asset owners have nearly doubled their exchange-traded fund holdings over the past five years — a transformation that is no longer about experimentation and is increasingly about building the core of a portfolio.
Fannie And Freddie Expand Their Credit Evaluation Frameworks
Housing finance leaders Fannie Mae and Freddie Mac have expanded their credit evaluation frameworks to incorporate alternative scoring models that capture rental and utility payment histori
Fuel Costs A Catalyst For Broader Spending Constraint By Consumers
After demonstrating notable resilience in recent months—even as geopolitical tensions surrounding the Iran conflict pushed energy prices sharply higher—U.S.
Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Most direct indexing providers license external benchmarks and call it a day. Alpha Vee Solutions builds and maintains its own—and Co-Founder and CEO Leigh Eichel says that distinction shapes everything downstream, from tax-loss harvesting and advisor control to the risk management layer most products skip entirely. With small and midcap stocks surging to lead the market in early 2026, the timing of Alpha Vee’s multi-cap strategy suite makes the conversation especially timely.