Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

OpenAI on Friday launched a new AI “reasoning” model, o3-mini, the newest in the company’s o family of reasoning models. OpenAI first previewed the model in December alongside a more capable system ...

Over the last week, OpenAI’s place atop the AI model hierarchy has been heavily challenged by Chinese model DeepSeek. Today, OpenAI struck back with the public release of o3-mini, its latest simulated ...

UPDATE: Apr. 16, 2025, 2:18 PM EDT Now that the OpenAI livestream has ended, this article has been updated with the latest information about the o3 and o4-mini launch. OpenAI's o3 and o4-mini models ...

OpenAI announced on Wednesday the launch of o3 and o4-mini, new AI reasoning models designed to pause and work through questions before responding. The company calls o3 its most advanced reasoning ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...