The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors suggestions on points to raise with clients about their portfolios.

similar to the way you'd manage traditional investments in a portfolio. Many people and companies have recognized this need and created tools and apps that are now commonplace in more traditional ...

Artificial Intelligence is reshaping the future of investing by turning data into actionable insights. From predicting market ...

Wall Street giant becomes the first to adopt BlackRock’s new AI-powered Auto Commentary, designed to help advisors deliver ...

Citi Wealth, part of Citigroup (NYSE: C), has announced a partnership with BlackRock (NYSE: BLK) to launch Citi Portfolio Solutions powered by BlackRock, a customized portfolio offering designed to ...

New tax-smart unified managed account (UMA) capability powered by SMArtX drives efficient rebalancing of multiple sleeves within a single account Investment advisors can access and act on their ...

Morgan Stanley Investment Management (MSIM) announced today that its Wealth Strategies Group has introduced Tax Optimized Portfolio Solutions (TOPS), a tool that brings together a broad suite of tax ...

Use one of our pre-filtered stock lists to find your next best investment. Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ratings ...

Following an efficient tax strategy is another key part of building a resilient portfolio, and the foundation of tax efficiency is asset location. This refers to the account you place an investment in ...

Molly Grace is a staff money writer at Buy Side covering banking, home equity, investing, mortgages, retirement savings, taxes and budgeting. Staff Personal Finance Editor, Buy Side Valerie Morris is ...

Let's face it: all portfolios include child labor. So we share open source tools that are practical, evidence-based, and simple enough to use in any investment portfolio ...