With growing interest in model portfolios and investment models, platforms are enhancing their offerings for advisors with new options. This week, CAIS has announced the onboarding of four major names ...

In asset and wealth management, AI does not fail because markets are uncertain. That uncertainty has always been there.

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Helios, a quantitative asset management firm that provides outsourced chief investment officer services to advisors, announced this week that it started integrating machine learning into its custom ...

Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three ...

The newer factor models of Hou, Xue, and Zhang and Fama and French, which include measures of asset growth to quantify investment, have been shown to add considerable explanatory power to asset ...

Global markets ended the year strong despite volatility from the U.S. government shutdown, softening job growth, and elevated ...

Once offering a craft beer revolution to its “punk” investors, Brewdog’s likely sale has angered some of its thousands of small-scale shareholders and could see the brand’s elements be flogged off in ...

Generative artificial intelligence (GAI) has a reliability problem, with a tendency to fabricate responses. Specialist models, such as knowledge graphs (KGs), can be designed to reduce hallucinations ...

The first foreign trip Joel Holsinger took in 2019 after joining the board of directors at the global health nonprofit PATH convinced him that he needed to do more to raise money for charities. How ...