Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

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 ...

Financial modeling predicts a company’s financial performance using historical data. Financial modeling aids in decision-making for budgeting, investing, and valuation. Models can apply to diverse ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

As a distributed, unchangeable ledger system, blockchain technology has transformed the process of data sharing and recording. Originally designed as a technology for cryptocurrencies such as Bitcoin, ...

While “past performance is no guarantee of future results” remains an oft-repeated—and necessary—mantra for investment professionals, when it comes to conducting the business of the wealth management ...