Kimberlee Leonard has 22 years of experience as a freelance writer. Her work has been featured on US News and World Report, Business.com and Fit Small Business. She brings practical experience as ...

The widening scope of wealth management software to cover everything from accounting and investment management to estate ...

Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

An investing app for portfolio management–often called an investment portfolio management app–can make that job a lot easier. Countless options are available, from simple free apps to ...

Portfolio management is how you set yourself up for long-term financial success and stability. Learn how to square your own investments with your time horizon and risk tolerance. There’s no one ...

Robo-advisors are ideal for those with limited investment experience or who prefer a hands-off approach, saving time on research and portfolio management. Depending on the robo-advisor you choose ...

Robinhood Markets made its name with a free stock-trading app. Now, it’s getting into wealth management. Robinhood has struck ...