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 ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

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 ...

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

YOUNGSTOWN, Ohio--(BUSINESS WIRE)--Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, today announced the integration of its model ...

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 ...

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

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 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 ...

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 ...