Russ Alan Prince is one of the foremost authorities in the private wealth industry and co-author of Ultimate Rainmaker: Creating a Pipeline of Wealthy Client Referrals from Accountants and Attorneys.

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, ...

Just as investors use portfolio management to ensure that their resources are appropriately balanced among various types of investments, so too should hospital IT leaders use portfolio management to ...

Stop me if you’ve heard this: In 1994, Park City Mountain Ski Resort was acquired by POWDR. For nearly 20 years, POWDR had consistent success and consistently high profits. And then, in 2011...their ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

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 ...

The key to investing success is consistency with a diversified portfolio. But a well-diversified portfolio isn’t determined by the number of funds. Sufficient diversification can be achieved in as few ...

New tax-smart unified managed account (UMA) capability powered by SMArtX drives efficient rebalancing of multiple sleeves within a single account Investment advisors can access and act on their ...

What constitutes the greatest risk to active portfolio management? originally appeared on Quora: the place to gain and share knowledge, empowering people to learn from others and better understand the ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Anthony Battle is a CERTIFIED FINANCIAL ...