Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...

In prior years, Cheshire Software offered a modular financial planning system, one component of which was the Asset Allocation Planner. It was affordable, but pretty basic by itself. This year, ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

Asset allocation is important. Just how important is not so easy to determine. Still, asset allocation is important. First, volatility is important to the average investor. Most people have a hard ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

A version of this article previously appeared on Jan. 25, 2021. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers the highest possible ...

Looking at your investment portfolio, you may notice a breakdown of all the different types of assets you invest in. This is your asset allocation. It’s the practice of dividing investments among ...

Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments among multiple “baskets,” giving ...