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 ...

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 ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Helios, pioneer of the Insourced Chief Investment Officer (ICIO) model, created to equip financial advisors with the necessary investment models, analysis tools, ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Alternative investment platform CAIS has rolled out a models marketplace, a centralized hub where advisors can access multi-asset and multi-manager alternative investment portfolio allocations.

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 ...

Recently, David Whitcombe, Chief Equity Analyst at LINK FOREX, systematically explained the new 'Intelligent Collaborative ...

Examples of passive investments include ETFs or other funds tracking the S&P 500, the Nasdaq 100 or U.S. investment-grade bonds. The major flaw in this widely adopted category is that all “passive” ...

Increasing investment complexity, constrained capacity and often limited investment expertise of trustee boards should make trustees think about establishing an investment committee, if one is not ...