Here are three strategies to simplified investing: Swap your actively managed funds for index funds. Favor broad all-market ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Agentic AI enables autonomous reasoning and decision-making in financial services, offering transformative benefits in advisory services, fraud detection, and compliance but requires careful data ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

The Oracle of Omaha has a $616 million "hidden" portfolio that contains 122 securities, comprised of individual stocks and exchange-traded funds (ETFs). During the March-ended quarter, Warren ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

Appaloosa’s Q1 2025 portfolio value surged to $8.38B, with 39 holdings and a concentrated top five making up ~60% of assets. Major new bets include a massive SPY Put position (~30% of portfolio), ...

Amid the whirlwind of healthcare mergers and acquisitions (M&A), it’s easy to overlook the critical early analysis of combined software applications. However, this oversight risks hindering patient ...