Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...

Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a human advisor, time-consuming ...

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 ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

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 ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients’ assets by FAs acting as their portfolio managers clearly outpacing other fee-based management ...

Philippe Laffont, Coatue Management founder and portfolio manager joins 'Squawk Box' to discuss the company's bet on AI, ...

For much of the industry’s history, the advisor’s role was clear. Build portfolios. Manage risk. Optimize returns. Planning and coordination existed, but largely in service of the investment strategy.

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

In Investor, watchlists track investment ideas or securities that you don't currently own. They can also be used to compare two or more securities using custom views you create. Unlike with Portfolio ...