Josh Schwaber is head of customer experience at Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with model management, prospect conversion, client ...

At its core, blended finance is a creative way of making public and private capital work better together. It involves using ...

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 ...

Ask Your Advisor These Questions Before Investing in Model Portfolios A look at what model portfolios are, how they invest, and their pros and cons.

Obtain information, both general and comparative, about the best available financial modeling courses for individuals pursuing a career in investment banking.

NEW YORK, March 24, 2025--CAIS, the leading alternative investment platform for financial advisors, today introduced CAIS Models Marketplace, a centralized hub developed to streamline access to ...

A growing share of financial advisers are outsourcing their investment management to third parties. Assets following model portfolios—preset investment templates designed by money managers ...

The impact of standardized Private Investment Mobilization Models could be transformative, writes Chris Clubb The world is at a critical juncture in the race to finance sustainable development. The ...

Learn about financial consultants, their services, and how they can help you achieve your financial goals. Discover the key differences between financial consultants and advisors.

CAIS Advisors, led by Neil Blundell, Chief Investment Officer, anticipates offering advisory services, customizable alternative investment model portfolios, and multi-manager registered solutions.