While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

Selective cohort program includes online curriculum and in-person residency at the University of Denver Daniels College of Business ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Katharine Beer is a writer, editor, and archivist based in New York. She has a broad range of experience in research and writing, having covered subjects as diverse as the history of New York City's ...

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 ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

An investor should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. To obtain a fund’s Prospectus, which contains this and other information, ...

Note: Any portfolios you’ve created using Portfolio Manager, as well as any updates you’ve made to them, will be mirrored in Investor. If you update these portfolios in Investor, those changes will be ...