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 ...

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 ...

NEW YORK--(BUSINESS WIRE)--AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically ...

If you wait for a downturn, though, it's already too late. You don't want your roof to catch fire before you buy homeowner's insurance. The best way to manage your portfolio's risk is through proper ...

Employers added just 22,000 jobs, far below consensus expectations, signaling that hiring momentum has slowed. A softer labor market reduces upward pressure on wages, that, in turn, eases one of the ...

I’ve had a successful run as a retail investor, with an eight-year CAGR of 44%. I attribute my success to two things: my ability to find stocks that will outperform, and my portfolio management ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. Market downturns can be a paradox in venture capital and private ...

Opinions expressed by Entrepreneur contributors are their own. This story originally appeared on Under30CEO.com. A well-devised portfolio is essential for attaining sufficient income to fund your ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...

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 ...