Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a ...

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 ...

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

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

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 ...

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 ...

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 ...

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.