The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

There has been a gradual transition from traditional asset management to decentralized finance (DeFi) happening, and it is changing how the world interacts with financial models in a major way. This ...

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 ...

Forbes contributors publish independent expert analyses and insights. Bridging the narrowing divide between TradFi and FinTech. In August 2020, an enterprise business intelligence (BI) software ...

To explore this business innovation process more fully, we reached out to Brian Moran, founder and CEO of FLX Networks — a FinTech company at the intersection of asset and wealth management that was ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...