Portfolio management

The acquisition could help Addepar move downstream and better serve RIAs.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

The move can help firms reach smaller investors and offer greater portfolio customization, the custodian says, joining peers in offering the share slices.

The Catholic charitable society’s new proprietary models join Quaker and Lutheran-rooted investing products and services at the industry’s intersection with religion.

Technology that provides more transparency, customization might lead to more widespread adoption.

Former consultant Sloane Ortel got the idea for the SRI startup from being a member of a food co-op in Brooklyn, New York.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

What the investment journey of an embattled public pension plan can teach us about income, cash flows and preparing for the worst.

The firm will release six exchange-traded funds covering strategies ranging from value to growth.

An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.