Alex Umansky, a portfolio manager at Baron Funds, shares his investment methods and discusses his fund that crushed stock benchmarks in 2017.

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Manager of the JPM UK Equity Plus portfolio Callum Abbot shares recent changes made to the 130/30 fund, and top tips for ...

Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients’ assets by FAs acting as their portfolio managers clearly outpacing other fee-based management ...

J. William Carpenter is an economist who writes financial topics. He is an author of published works for higher education and business clients. Suzanne is a content marketer, writer, and fact-checker.

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...