Over 20 years ago, I played in punk bands. And those years taught me as much about money and leadership as any finance ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Horizon Kinetics is pleased to announce the launch of its 2025 Horizon Kinetics Active ETF Portfolio Manager Webinar Series, ...

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 ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang ...

For the quarter, the Heartland Value Fund (HRTVX) gained 10.04%, compared with the 12.60% return for the Russell 2000® Value ...

Note: Any portfolios you’ve created using Portfolio Manager, as well as any updates you’ve made to them, will be mirrored in Investor. If you update these portfolios in Investor, those changes will be ...

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For the first time since 2021, small-cap earnings have been growing on a year-over-year basis, signaling improved demand ...