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

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

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 ...

Capgemini data shows that 81% of inheritors "plan to switch firms within one to two years of inheritance." PwC research supports this trend; in 2022, the consultancy firm reported that 46% of high-net ...

Model ML Inc., a provider of artificial intelligence software for investment professionals, has raised $75 million in funding to support its growth efforts. The startup disclosed today that investment ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

More than ever, higher education is high stakes. Evolving to keep up with the market is imperative for universities to remain competitive and financially stable. But this strategic shift presents ...

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 ...

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

A realistic retirement budget shows how $4,000 a month can cover housing, healthcare, food and fun—without sacrificing ...