Nick Jay, a familiar name across the retail-brokerage industry, has quietly shifted from running brokerages to building one ...

Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

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Sophie Venz is a former Deputy Editor at Forbes Advisor. She is an experienced editor and features reporter, and has previously worked in the small business and start-up reporting space. Previously ...

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