NEW YORK--(BUSINESS WIRE)--AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically ...
Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Exchange-traded funds (ETFs) are an easy entry point into investing. They ...
Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...
LiquidityBook, a historically buy-side tech shop with ambitions of displacing Fidessa as a favorite sell-side order management system, has made its first acquisition, buying Hong Kong-based Messer ...
BlackRock’s recent acquisitions underscore Fink’s advice against the 60/40 stock-bond portfolio split. The 50/30/20 split means 20% of a person’s investments are in private assets, which could be good ...
Dynex Capital Inc . (NYSE:DX) reported a decline in book value and negative economic returns for the second quarter of 2025, despite growing its balance sheet and maintaining a high dividend yield.
This history bodes ill for the meme ETF in its new incarnation. Consider the 20 stocks it currently owns: 17 of the companies ...
Stanley Druckenmiller, one of Wall Street's most celebrated investors over the past 40 years, is shuffling the deck on his investment portfolio in 2025. That's no surprise, given his expansive ...