Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...

Ethan is the founder of SMB Finance, a fractional CFO service for early-stage tech startups. I have been a fractional CFO for several startups in the past couple of years, helping them prepare ...

(Bloomberg) -- OpenAI is releasing a new flagship artificial intelligence model and a suite of financial-services tools that are meant to be better at tackling office work, ramping up competition with ...

Researchers from the University of Chicago have demonstrated that large language models (LLMs) can conduct financial statement analysis with accuracy rivaling and even surpassing that of professional ...

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.

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...