Financial projections are essential for any business, but in the case of tech startups, a financial model is one of the most important and overlooked tools available to a founder. Venture-backed ...

Explore financial forecasting's importance in strategic decision-making, its methods, modern techniques, applications, and ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

A black box model refers to the level of transparency involved with a very complex computer algorithm. Read on to learn more ...

Outsourcing allows advisors to delegate operational tasks and, in some cases, certain organizational roles. For example, RIAs ...

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.

A major trend in delivery system transformation is the explosion in Medicare and Medicaid of what we call “advanced primary care,” which comprises a high-touch care model focused on team-based care, ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...