It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

The vast majority of asset management companies today use model portfolios. One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

To better understand which social media platforms Americans use, Pew Research Center surveyed 5,022 U.S. adults from Feb. 5 to June 18, 2025. SSRS conducted this National Public Opinion Reference ...

Most investors are accustomed to having close to instant access to their money. If you hold shares in a stock or exchange-traded fund, you can trade shares any time during the day. Open-end funds can ...

As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...

Employers added just 22,000 jobs, far below consensus expectations, signaling that hiring momentum has slowed. A softer labor market reduces upward pressure on wages, that, in turn, eases one of the ...

Exchange-traded funds, or ETFs, have become one of the most popular investment products in recent decades. They can provide access to a diversified portfolio at low costs through a single investment ...

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 ...

After two and a half years we have enough data to form a clearer picture about who is using AI, what they are using it for, what they think about it, and what it means for learning. What do students ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Associate Professor and Associate Director of the Centre for Change and Complexity in Learning (C3L), Education Futures, University of South Australia Since ChatGPT appeared almost three years ago, ...