Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

In-Person Held at the Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL 60611. Gleacher Center, Chicago Investment Fee (in USD) Investment fee includes tuition and course materials, ...

As the industry embraces a fiduciary duty, the widely used rep-as-portfolio manager programs at broker-dealers will be under scrutiny—and for good reason. The programs let advisors run their own model ...

A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

The Securities and Exchange Commission won’t regulate online services that let individuals create their own baskets of stocks, the agency said Thursday. The mutual fund industry had asked the SEC to ...

Project portfolio management (PPM) assists managers in determining which projects are meeting objectives throughout an organization. This information allows them to make data-backed judgments about ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...

The Unified Project Portfolio of public investments of the state for 2026 has been approved by the Strategic Investment Council, it includes 89 projects and 60 programs, in particular, 75 existing ...