Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

Companies with the largest industry market share often have below-market profit margins.

While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.

Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.03 billion firm’s model portfolios and impact investing philosophy.

It almost always pays to be positive. 

The influence of active management on Morningstar’s Style Box.