Asset-based fees remain the dominant compensation model for financial advisers, currently accounting for 72.4% of income, ...

“The financial industry uses a lot of buzz words with asset management, and it’s confusing,” says Caroline Hill, a wealth manager at Sage Rutty Inc., a financial services company based in ...

There is a Chartered Financial Consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

Edge AI is unlocking new ways to process data faster, protect assets, and deliver exceptional customer experiences, ...

C.Savva Cyprus LTD, a premier corporate and financial services firm, today announced a significant enhancement of its ...

/ June 26, 2025 / AstraBit has integrated a portfolio optimization engine grounded in Markowitz’s Modern Portfolio Theory (MPT) and Post-Modern Portfolio Theory (PMPT), enabling users to apply ...

/ June 26, 2025 / AstraBit has integrated a portfolio optimization engine grounded in Markowitz’s Modern Portfolio Theory (MPT) and Post-Modern Portfolio Theory (PMPT), enabling users to apply ...