One of the issues hanging over the Los Angeles teacher strike is the idea of portfolio management; the UTLA asserts that Superintendent Austin Beutner already has a plan prepared for converting the ...

Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by ...

Asset management giants BlackRock and Partners Group have teamed up to launch a multi-private markets model portfolio. The product, which will debut next year, will include private equity, private ...

On January 28, 2021 the Journal of the Academy of Marketing Science published an article about a new approach that could replace the old CRM models. The new Customer Portfolio Management (CPM) model ...

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 ...

The co-chairs of ACT-IAC's FITARA Implementation Project unveil its first tool for agency IT leaders. The IT Management Maturity Model can help agencies assess their maturity in five critical ...

A model portfolio is a collection of investments created by a financial advisor to meet a client's goals. Individual investors may find creating a portfolio from scratch intimidating. Some financial ...

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 ...