An advisor fee of 0.75% of assets under management (AUM) is not outside the range of normal. That doesn't necessarily mean ...

Both QuantumScape and D-Wave Quantum have captivated investor interest with their innovative technologies and impressive 2025 ...

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 ...

The 50/30/20 portfolio has a slightly better pure performance ratio (0.78) and generates positive returns 78.2% of the time.

The 60/40 portfolio is the standard-bearer for investors with a moderate risk tolerance. It gives you about half the volatility of the stock market but tends to provide good returns over the long term ...

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 ...

Is the 60/40 portfolio still relevant? How to construct a 60/40 portfolio with ETFs? Marco Santanché, a former Credit Suisse quant strategist and author of a monthly research series Quant Evolution, ...

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 ...

As investors look at how ESG scores can be used effectively, this article examines how different ESG score variants can be applied to portfolio construction and how they influence outcomes.

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 ...