Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

As the industry embraces a fiduciary duty, the widely used rep-as-portfolio manager programs at broker-dealers will be under scrutiny—and for good reason. The programs let advisors run their own model ...

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 ...

In-Person Held at the Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL 60611. Gleacher Center, Chicago Investment Fee (in USD) Investment fee includes tuition and course materials, ...

A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

On Demand Capital programs are increasing in complexity! Projects often vary in size, complexity, delivery methods, and required governance and controls. It’s common to see multiple point solutions or ...

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 ...

The Securities and Exchange Commission won’t regulate online services that let individuals create their own baskets of stocks, the agency said Thursday. The mutual fund industry had asked the SEC to ...

The Unified Project Portfolio of public investments of the state for 2026 has been approved by the Strategic Investment Council, it includes 89 projects and 60 programs, in particular, 75 existing ...