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 ...

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 ...

It can also be difficult to know exactly where you stand in regards to net worth. Some investors swear by portfolio management software to help solve this problem. In some cases, like for retail ...

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

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

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.

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 ...