Much of the focus on the Securities and Exchange Commission’s new marketing rule, which takes effect in November 2022, centers on the fact that investment advisors can now use testimonials and ...

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

Examine the investment performance of gold dating back to 1933, when President Franklin D. Roosevelt required all gold ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

The rapid proliferation and adoption of generative artificial intelligence (GenAI) has sparked a revolution across many industries, including the financial sector. A newly published study by Alex Kim ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

After years of framework development, metric definition, and data collection, many investors are increasingly able to anticipate, measure, and manage the social and environmental results of their ...

In 2022, Oregon’s public pension investments lost 1.55% of their value, the worst performance since the financial crisis in 2008 and one that tacked $6.6 billion on to the system’s already enormous ...

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 ...