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 ...

The Canadian Investment Regulatory Organization (CIRO) says Fitch Learning, the regulator’s partner in its new proficiency regime, is supporting the regulator with exam design — not with courses. The ...

Colorado high schoolers will now be required to take a personal finance course before graduating. This new requirement was signed into law in May and applies to students beginning high school next ...

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 ...

Investing.com-- DeepSeek has delayed the release of its new artificial intelligence model as training efforts using Huawei chips fell through, the Financial Times reported on Thursday, citing three ...

Excel-native AI plug-in enables complex, accurate modelling at unprecedented speed, helping financial analysts make better judgment calls faster Early users in investment banking and professional ...

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 ...