On April 9, 2025, Executive Order titled “Modernizing Defense Acquisitions and Spurring Innovation in the Defense Industrial Base,” was signed by President Donald J. Trump. The executive order clearly ...

Robert Wallace is the Chief Executive Officer of the Stanford Management Company (SMC), where he oversees Stanford’s $47.7 billion investment portfolio. Wallace took the helm in 2015 after serving as ...

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 ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...

Meritage Portfolio Management, based in Overland Park, Kansas, is ranked No. 50 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning ...

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 ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

AUSTIN, Texas--(BUSINESS WIRE)--Planview, the leading end-to-end platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), today announced that it was named a Leader in ...

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 ...