Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Capitect, a technology platform for financial advisors, rolled out new tools Wednesday that it says will enable investment managers to personalize and tend to every client portfolio. The platform’s ...

Pop quiz: What’s the difference between risk tolerance and risk profile? Risk tolerance and risk profile are often used synonymously yet are distinct constructs when determining suitable risk levels ...