Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven ...

Ritholtz Wealth Management trimmed its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.1% during the 3rd quarter, ...

Avaloq, a leading provider of software and services for banks and wealth managers, integrates Quadient Inspire as the ...

Intech Investment Management LLC boosted its stake in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) by 181.1% in ...

Advisors usually ask clients about their financial goals during the discovery process. For mid-career clients, this could be ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path. See why I ...

Dynasty Financial Partners ("Dynasty") and Nasdaq Private Market (NPM) today announced a strategic partnership that will offer thousands of private company shareholders each year access to ...

Conquest has raised a combined $35-million over two venture funding rounds, the most recent a $24-million Series A round in ...

Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor ...