AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

"If you can keep them in the market and then capture enough of the upside over time, you can really help people build wealth ...," the fund manager said.

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 ...

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 ...

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 ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

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 ...

Heartland Value Fund explains why broadening markets and low valuations point toward a sustained small-cap rebound. Review ...

Note: Any portfolios you’ve created using Portfolio Manager, as well as any updates you’ve made to them, will be mirrored in Investor. If you update these portfolios in Investor, those changes will be ...