Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report. Anyone who's ever gotten lost while traveling in an unfamiliar city or foreign country ...

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 ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...

measurement and reporting was once considered one of the dark arts of portfolio management. Calculations were mysterious and everybody did them their own way. Unless clients dug deeply into the ...

Explore the Q3 2025 performance of the John Hancock 2040 Lifetime Blend Portfolio. The fund saw positive returns, ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Exchange-traded funds (ETFs) are an easy entry point into investing. They ...

Q3 2025 Management View CEO Dwayne Hyzak highlighted "another quarter of strong operating results, highlighted by an annualized return on equity of 17%, favorable levels of DNII per share and new ...

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 ...

Note: This article is part of Morningstar’s Guide to Saving for Retirement. An earlier version appeared on Jan. 28, 2015. Anyone who's ever gotten lost while traveling in an unfamiliar city or foreign ...

Visualizations can be crucial for effectively sharing information with your team, or clients, about what’s happening with your portfolio. They can also potentially help you make timely investing ...

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 ...