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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

When you think of asset management, you likely picture large equipment or electronic devices being physically tagged and tracked by asset monitoring software. However, many of these platforms can ...

As the financial landscape continues to evolve, so do the challenges and opportunities for asset managers. Rising uncertainty about the markets tied to fiscal, tariff, and monetary policies—as well as ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...