WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...

Overconcentrated stock positions can be highly risky for a portfolio. If one stock makes up 10% or more of a portfolio, that portfolio is vulnerable to that one company’s moves. And if that company ...

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...