Deutsche Asset Management has replaced its portfolio management system, ADP's Maxdata, with Thomson Investment Software's PORTIA system. It will use the system to link its offices in Berlin, Hamburg, Stuttgart, Munich, Dusseldorf and Hannover to its main data hub in Frankfurt. The PORTIA system is already being used by Deutsche foreign affiliates Morgan Grenfell in London and Axiom in Sydney.
Taxpayers and tax pros have already dealt with many changes from the One Big Beautiful Bill Act on 2025 returns, but many provisions will be effective for the first time in 2026.
America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.
In pitting AI agents against historic 60-40 portfolio results, JPMorgan found AI won every time. But researchers could not rule out the possibility that the systems could have essentially cheated.
Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering the field.
InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.
Reviewing the IRS' long list of eligible expenses with clients can reveal hundreds or even thousands of dollars in annual costs previously paid out of pocket, one advisor said.
