Software AG is enhancing its Aris process mining and Alfabet portfolio management products with generative artificial intelligence capabilities in announcements at its International User Groups ...

Accelerating digital transformations while progressing an environmental, social and governance journey is a common pitfall enterprises encounter, often requiring professional expertise to lead ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced a new division, CAIS Advisors, a registered investment advisor ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

As an asset manager, understanding how institutional asset owners and investment consultants evaluate you is crucial to your success. In this article, we break down the key factors they consider ...

Managing approximately $19 billion in client assets across thousands of portfolios is a daunting task. But Allworth Financial Chief Investment Officer Andy Stout has a disciplined process to ...

Almost everyone can benefit from the help of a financial professional, whether you're budgeting, filing taxes or managing your investments. The question is what type of professional you should work ...