We are on the verge of a new era of investing that will leverage the strengths of traditional financial models and the advancements of blockchain technology. Blockchain is no longer a fringe ...

Fee-for-service financial planning models continue to grow in popularity, especially subscription-based models, according to a new AdvicePay report. The 2025 AdvicePay Fee-for-Service Industry Trend ...

The past 12 months have proved immensely challenging for traditional financial planning providers. The previous several years of market-driven revenue and profitability growth have meant that ...

Dynasty Financial Partners, an RIA services provider, has formally launched a model portfolio program for its network of independent advisors. Called Model Select, the program offers top-down ...

Accurate valuations are paramount in financial analysis, influencing corporate strategies, as well as investment decisions and market perceptions. Among various valuation methods, the discounted cash ...

Modern model risk management startup Ethos AI Inc. announced today that it has raised $6 million in new funding to expand its engineering team, enhance its go-to-market efforts and strengthen its ...

For decades, centralized financial management saw owners and operators gather with their bookkeepers and accountants to build lean operating budgets optimized to steer a business into the future. Now?

Modern research universities are among the most complex institutions in society. Most have multiple colleges, with arts and sciences at their core, and include numerous professional schools teaching ...

The Financial Planning Association has introduced a new framework that aims to define and support the behavioral skills financial planners need to build relationships, lead teams, and grow their ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...