Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

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 ...

Robert Biles faces new pressure to cut costs. He’s the applications systems manager for the City of Miami Beach, which, like many other municipalities across the United States, is expecting massive ...

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 ...

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 ...