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 ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Customer needs and expectations have evolved dramatically in recent years—and they will continue to evolve in the coming decade. Factors including new technologies, economic pressures and the growing ...

NEW YORK – Bloomberg today released a research paper detailing the development of BloombergGPT TM, a new large-scale generative artificial intelligence (AI) model. This large language model (LLM) has ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

The ongoing market downturn and layoffs at tech companies have caused a great deal of alarm across the startup and venture capital worlds, but growth-stage startups are expected to bear the brunt of ...

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 Black-Scholes model remains the 2026 gold standard for pricing trillions in derivatives. It uses five key data points: stock price, strike, time, interest rates, and volatility. This math-heavy ...