Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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 ...

World Investment Advisors, a division of World Insurance Associates that offers wealth and 401(k) plan advisement, has launched a new portfolio management platform with its own in-house investment ...

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 ...

Learn what a cash management account is and the benefits it offers Dejan Marjanovic / Getty Images Chances are that you’ve encountered cash management account (CMA) offers from your online broker or ...

Much of the discussion around separately managed accounts (SMAs) in Australia is coming from commentators who point to the US market for evidence of their popularity. In particular, Cerulli and ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

Cash management accounts can be a good alternative to traditional banking if you're looking for a convenient way to manage your money. These accounts combine the best of both a checking and savings ...