Think about how a surviving spouse might handle remaining assets and make sure the portfolio’s asset mix is something both members of the couple are comfortable with for the long term.

January was kind to the major asset classes, marking a strong rebound from a rough month in December. Read more here.

This is where asset performance management (APM) comes in. APM is a data-driven strategy that integrates advanced technologies to monitor, analyze, and optimize the performance and reliability of ...