Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

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 ...

More than 100 former investment bankers from JPMorgan Chase (NYSE:JPM), Morgan Stanley (NYSE:MS) and Goldman Sachs (NYSE:GS) have joined OpenAI's (OPENAI) secretive Project Mercury to help train AI ...

LPL Financial LLC, a prominent wealth management firm, has announced major updates to its financial technology and investment solutions in the first quarter of 2025, demonstrating its commitment to ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

[Practical criteria for discerning the value of modern investment technology are not only found in the structure of the technology itself; it can also be measured by the flexibility of the tool and ...

Orbit Financial Technology is rolling out a new monthly membership system for its research and analysis platform, Orbit Insight, to provide smaller firms and investors with access to hedge-fund level ...

The integration of open architecture and advanced technology has become pivotal in delivering customized and scalable model portfolios. This approach helps enhance the personalization of investment ...

Cetera Investment Management has joined a growing list of financial advisory firms incorporating alternative investment model portfolios into their product line-ups. On Wednesday, the independent ...

CEO Mike Nolan highlighted that the Title segment delivered $211 million in adjusted pretax title earnings with a margin of 11.7%, an increase of 100 basis points compared to the prior year. He ...