With growing interest in model portfolios and investment models, platforms are enhancing their offerings for advisors with new options. This week, CAIS has announced the onboarding of four major names ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three ...

Learn about the Intertemporal Capital Asset Pricing Model (ICAPM), which helps investors manage market risks through strategic, time-considered portfolio adjustments.

Alternative investment platform CAIS has rolled out a models marketplace, a centralized hub where advisors can access multi-asset and multi-manager alternative investment portfolio allocations.

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

At a time when the financial services industry undergoes rapid digital transformation, the convergence of modern technology and human expertise has emerged as a crucial approach to wealth management.

The first foreign trip Joel Holsinger took in 2019 after joining the board of directors at the global health nonprofit PATH convinced him that he needed to do more to raise money for charities. The ...

Buy-side firms are consistently faced with burgeoning volumes of data, necessitating adept management of expansive data extractions, a task fraught with intricacies and considerable costs. Arthur Orts ...

Increasing investment complexity, constrained capacity and often limited investment expertise of trustee boards should make trustees think about establishing an investment committee, if one is not ...