I recently presented at the T3 conference in Las Vegas. The title of my presentation, "Hot takes! All the ways you're doing portfolio management wrong" was meant to be humorous, but the content was ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...

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 ...

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 ...

Stop me if you’ve heard this: In 1994, Park City Mountain Ski Resort was acquired by POWDR. For nearly 20 years, POWDR had consistent success and consistently high profits. And then, in 2011...their ...

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 ...

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 ...

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 ...

Amid the whirlwind of healthcare mergers and acquisitions (M&A), it’s easy to overlook the critical early analysis of combined software applications. However, this oversight risks hindering patient ...

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 ...

Reshoring, energy transition stocks to stay hot, says TCW portfolio manager Eli Horton, senior portfolio manager of active equity ETFs at TCW, sits down with InvestmentNews anchor Gregg Greenberg to ...