Advancements in portfolio analysis make it possible for fund managers to offer more granular data on clients’ likely investment returns than ever before, upping the ante for financial advisers in ...

India’s finance education system is in the middle of a major transformation. With the BFSI sector rapidly adopting technology, regulation and sustainability goals, institutions and ed-tech platforms ...

Software and consulting company Computer Modelling Group appointed Vipin Khullar as chief financial officer. Khullar joined the company from the Perseus operating group of Constellation Software, ...

Generative models aim to simulate realistic effects of various actions across different contexts, from text generation to visual effects. Despite efforts to build real-world simulators, leveraging ...

Question: “I have been kicking the tires on some financial planners, but never get to the details of the fee part of the pitch. What is a financial adviser’s fee based on? Are there advisers who have ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Research shows financial literacy boosts economic opportunity. The success of the University of Chicago’s FinEDge program shows it should be expanded. Making informed financial decisions about ...

The following is a guest post from Dave O’Brien, chartered professional accountant and senior engagement manager at Sapling Financial Consultants. Opinions are the author’s own. Businesses are worried ...