A team of M&A and legal tech professionals including NexLP founder Jay Leib, have banded together to build a platform that ...

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 ...

AI deployments are yielding impressive results for big investment firms, with more advancements in the pipeline.

Learn how to diversify your investment portfolio with different securities and asset classes to minimize risk and enhance ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

Climate change is real, and the global response to this phenomenon is reshaping a host of different industries. But if you're an investor who cares about the future, how can you be sure that you're ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio.

Returns range from a high of 2.84% (Valcreate's thematic focus on digital disruption) to a low of 0.75% (Ambit's large-cap ...

Get the latest on Lone Pine Capital's Q2 2025 portfolio: top stock picks, new investments, major exits, and strategic moves.

The financial field continues to be male-dominated, and there hasn’t been a substantial shift in the number of female portfolio managers over the past decade. Only about 12.5% of portfolio managers ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...