Polen Global Growth Portfolio returned -2.5% in Q4 2025, lagging the MSCI ACWI Index. Read for analysis on new Tencent 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 ...

Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...

On March 19, 2025, the staff of the U.S. Securities and Exchange Commission (the “SEC”) updated its Frequently Asked Questions (“FAQ”) pertaining to Rule 206(4)-1 (the “Marketing Rule”) under the ...

On March 19, the SEC released updated guidance for compliance with Rule 206(4)-1 under the Investment Advisers Act of 1940, with two major revisions: (i) an update to prior guidance regarding the use ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Loan growth remains challenging for banks and credit unions due in part to high rates and overall uncertainty. In response, more institutions are turning to the secondary market as a strategic ...

Dividend stocks offer multiple benefits for retail investors: in addition to providing a steady stream of passive income which can be reinvested to boost portfolio performance, dividends are usually a ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

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 ...