Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

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 ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Portfolio managers are responsible for making investment decisions regarding the assets in an investment portfolio. There may be an individual manager or a team of managers for a portfolio. Portfolio ...

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 ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang ...

To make the best investment decisions, you need to understand your portfolio clearly. To aid in this task, you might consider using portfolio analysis tools. These valuable investment tracking, ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...