Remove Investment Advisor Remove Portfolio Remove Portfolio Management
article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

article thumbnail

Montis Financial: Creating a Raving Fan Experience

Wealth Management

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

article thumbnail

Buy This, Sell That? Please Don’t…

The Big Picture

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Ritholtz Wealth Management is a registered investment advisor or RIA. Active portfolio management strategy? ” Because we are not.

article thumbnail

MiB: Meir Statman on the Intersection of Finance & Life

The Big Picture

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. This week, we speak with Meir Statman , the Glenn Klimek Professor of Finance at Santa Clara University.

article thumbnail

Kfin Technologies, PG Electroplast and 2 other stocks included in Nifty F&O segment

Trade Brains

Here is the List of stocks to watch out for: 360 ONE WAM 360 ONE WAM (formerly known as IIFL Wealth) is a leading Indian wealth and asset management firm, offering a wide range of investment solutions and advisory services to high-net-worth individuals, family offices, and institutional clients.

article thumbnail

20% Upper Circuit: 13 Stocks that hit upper circuit today; Are you holding any?

Trade Brains

Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions. They focus on creating personalized investment portfolios based on clients’ goals and risk tolerance.