While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

According to Hiscox Re & ILS, successful navigation of the reinsurance cycle requires proactive portfolio management, where ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients’ assets by FAs acting as their portfolio managers clearly outpacing other fee-based management ...

The S&P 500 (^GSPC) is trading near all-time highs, leading some to be concerned about stock valuations. Hennessy Funds ...

Because so much organizational work is done in silos, we sometimes forget the common skills and approaches that can be leveraged across the enterprise. One such skill is portfolio management, the ...

Brian Mulberry, client portfolio manager at Zacks Investment Management, says Procter & Gamble is a “dark horse” heading into ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang ...