Explore the various types of asset managers: personal, corporate, mutual fund, hedge fund, ETF, private equity, and real estate, and choose wisely.

Stephanie Trovato is an experienced journalist with a focus on tech and small business. She has written for national web publications like Hubspot, SmallBizClub, and Investopedia. You can find her at ...

usiness firms use a financial analysis technique called asset vs. liability management (ALM) to mitigate risk due to a mismatch in their assets and liabilities. A mismatch occurs when assets and ...

Every person and organization has some familiarity with performance metrics and reporting, yet how to take that experience and apply it to asset management is not straightforward. Looking at industry ...

Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...

A nonauthoritative guide aids accountants with discussions about digital assets, general ledger account management, establishing internal controls, and complying with anticipated regulatory changes ...

When a new client engages with an agency, making sure that everyone is on the same page regarding the client’s unique strategic goals is the first order of business. Agency account teams can’t devise ...

Personal assets include anything you own that has monetary value, personal value, or both. Assets play an important role in determining your net worth and estate planning. Many or all of the products ...

Virtually any business will have assets, from physical ones like laptops to less tangible ones like software licenses and even rental agreements. As a result, your business will need an asset tracking ...

Asset-based lending (ABL) helps businesses borrow against receivables, inventory, and equipment. Learn how ABL works, who ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...