Stop me if you’ve heard this: In 1994, Park City Mountain Ski Resort was acquired by POWDR. For nearly 20 years, POWDR had consistent success and consistently high profits. And then, in 2011...their ...

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 ...

The real estate industry, traditionally known for its adherence to time-tested methods and a cautious approach to change, is primed for transformation. Historically, the industry has favored proven ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

Though we make every effort to include all major property management companies, several notable firms (among them FPI Management, AMC and MAA) did not participate this year. To be included in upcoming ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Portfolio management is the process of building and maintaining investments. You can manage your own portfolio, or hire a portfolio manager or investment advisor. Many, or all, of the products ...

Evernest, a national, full-service property management firm, has acquired Woodbridge, Va.-based RPM Direct. The acquisition adds approximately 325 homes to Evernest’s Virginia portfolio of multifamily ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, ...

A major Glastonbury-based apartment manager, Trio Properties, announced it has acquired another Connecticut firm’s commercial property management portfolio. Jeff Ferony and Jeremy Browning, longtime ...

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 ...