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 is a well-planned investing strategy based on an investor’s objectives and risk tolerance. Portfolio management entails selecting and monitoring investments such as stocks, bonds, ...

Raj Singh, a Multi-Asset Portfolio Manager at Principal Asset Management, talks about his bullish view on large-cap tech and ...

Explore some of the leading RIAs of 2025 offering personalized financial planning, investment strategies and comprehensive ...

A team of M&A and legal tech professionals including NexLP founder Jay Leib, have banded together to build a platform that ...

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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Phua will oversee the CGSI’s public markets investment strategies, while Yan will “play a key role” in advancing the firm’s ...

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 ...