The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Financial institutions must shift their focus if they want to see true value from AI.

Brex reports that recurring revenue, a predictable income stream, is key for modern business growth and stability, ...

Explore a detailed financial analysis of a minority buyout scenario for Flamengo. Discover revenue projections, EBITDA ...

Question: “I have been kicking the tires on some financial planners, but never get to the details of the fee part of the pitch. What is a financial adviser’s fee based on? Are there advisers who have ...