Mortgage insurance provider NMI Holdings (NASDAQ:NMIH) reported in Q3 CY2025, with sales up 7.6% year on year to $178.7 ...

Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. As we reflect on the past year and set resolutions for 2025, it’s ...

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 ...

WAM Income Maximiser Limited ( ($AU:WMX) ) has issued an announcement. WAM Income Maximiser Limited has declared fully franked dividends for ...

The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell ...

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

Learn how portfolio diversification may help you manage investment risk. Discover practical strategies for building a ...

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 ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

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 ...

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 ...