Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...

Ethan is the founder of SMB Finance, a fractional CFO service for early-stage tech startups. I have been a fractional CFO for several startups in the past couple of years, helping them prepare ...

Researchers from the University of Chicago have demonstrated that large language models (LLMs) can conduct financial statement analysis with accuracy rivaling and even surpassing that of professional ...

(Bloomberg) -- OpenAI is releasing a new flagship artificial intelligence model and a suite of financial-services tools that are meant to be better at tackling office work, ramping up competition with ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

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.

While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a third option has since emerged: the ...

The American Academy of Family Physicians (AAFP) believes value-based payment (VBP) should support collaborative partnerships between patients and physicians, improve the quality and patient outcomes ...