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 ...

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 ...

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 ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

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 ...

Dallas, TX, Dec. 13, 2017 (GLOBE NEWSWIRE) -- Somerset Association Management, an Associa company, hires Kent Davis as their new portfolio community manager. Mr. Davis has more than 20 years of ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

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 ...

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 ...

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 ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...