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 ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

We recommend starting by reading our last month Portfolio Performance article available here.For those who've read these articles before, I recommend skipping to the portfolio performance section, ...

Is the 60/40 portfolio still relevant? How to construct a 60/40 portfolio with ETFs? Marco Santanché, a former Credit Suisse quant strategist and author of a monthly research series Quant Evolution, ...

During periods of heightened market volatility, folks are prudent to seek out advice. If you’re in the market for a financial advisor (FA) or evaluating whether to fire your current one, it’s fair ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...

NEW YORK--(BUSINESS WIRE)--Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the availability of its latest data solution, Octus Portfolio Analytics ( ...

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 ...