I’m inheriting my elderly parents’ $680,000 investment portfolio — it’s managed by a long-time adviser with a 1.75% fee. Should I fire the manager for taking too high a ...
Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time advisor. You’ll have to decide for ...
FINMA approves 1,500 trustee, portfolio manager licences to date
Swiss regulator FINMA has now finished processing the majority of the 1,699 applications received before the end of its ...
Business Wire13d
Aristotle Pacific Announces Portfolio Manager Changes
In addition, Boyd will no longer serve as portfolio manager for the Aristotle High Yield Bond Fund, but portfolio managers ...
Emerging markets don't know how to react to US tariff uncertainty: Portfolio manager
Jae Lee of TCW Emerging Markets Group sees further uncertainty and more risk premium being priced in for emerging markets ...
TechBullion11d
How Hedge Fund Portfolio Management Software Works: A Comprehensive Guide
Hedge funds rely on advanced tools to stay competitive. One such tool is hedge fund portfolio management software, a ...
CNBCTV182d
Portfolio Management Services vs Alternative Investment Funds: What's better for high-net-worth individuals
AIFs and PMS being high-risk and high-reward instruments, a decision must be made on the basis of one's financial goals and ...
Business Wire8d
Jensen Investment Management Promotes Jeff Wilson, CFA to Portfolio Manager of Jensen Quality Growth Investment Team
Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment ...
Innovative-E and Microsoft Drive Project Management Modernization at SNHU
Microsoft’s 2x AI Cloud Partner of the Year in PPM, Innovative-e, delivers cutting-edge Microsoft platform solutions that streamline project execution and enhances strategic alignment at Southern New ...