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 ...
Forbes10d
What Is A Portfolio?
A real estate company can own a portfolio of residential properties, for instance. Portfolio management for clients is one of the main jobs of a wealth management firm. Building and managing a ...
TechBullion10d
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 ...
Business Wire12d
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 ...
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 Wire7d
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 ...
CoinDesk13dOpinion
Tokenized Assets Can Redefine Portfolio Management
By representing real-world assets as digital tokens on a blockchain, we can begin to generate the kind of daily, ...
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 ...