Q4 2025 Management View William Lenehan, President, CEO & Director, highlighted the company's 10-year anniversary as a public ...

In 4Q25, the portfolio (I share class) returned -1.6%, -416 bps behind the MSCI ACWI ex-U.S. Growth Index. Read more here.

William von Mueffling’s Cantillon Capital Q4 2025 13F portfolio rose to $18.49B, with 37 holdings and continued high ...

Want to add gold to your investments? These strategies make it simple to do that without overhauling your approach.

Gold and silver both shine in uncertain markets, but their risks, rewards and roles may look different this year.

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Over the last few decades, anyone who is moving into a midset of retirement planning has been fixated on one thing and only ...

If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

A 60/40 investment portfolio is usually comprised of 60% stocks and 40% bonds. A 60/40 retirement portfolio split should only be deployed after a thorough assessment of the retiree's unique financial ...

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 ...