TORONTO--(BUSINESS WIRE)--CapIntel Inc. (CapIntel), a leading investment comparison and proposal tool, today revealed the results of a wide-ranging survey that sheds light on what investors value most ...

S&P 500 gained 17.6% in 2025 led by Tech & AI tailwinds. Click for my full review of the changes made to my holdings and what ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

Most investment portfolios are designed with growth as the primary objective. But in retirement, especially when considering long-term care needs, your portfolio must serve multiple masters. After ...

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 ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

How Investment Teams Use Stress-Testing Types of Portfolio Scenario Analysis An Easier Way to Analyze Portfolios With Morningstar Direct How Investment Teams Use Stress-Testing How Investment Teams ...

As 2026 dawns, mutual fund investors should strategically review their portfolios. Focus on aligning investments with financial goals and risk appetite, moving beyond just NAV. Evaluate fund ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...

Crypto traders are curious about artificial intelligence and are willing to give it a shot at managing a portion of their investments, according to a CoinGecko survey. A majority of crypto users are ...