The revolution in private markets and private lending is setting the stage for a sweeping investor shift out of publicly traded stocks and into alternatives, according to Apollo Global CEO Marc Rowan.

New research from Cerulli Associates shows launching custom models for the independent RIA channel is among the top priorities for model providers. According to Cerulli, at year-end 2024, there were ...

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: ...

Quantitative finance continues to debate the reliability and limits of model-driven investment strategies. Causal reasoning remains essential, but the relevant structure may itself include feedback ...

Forbes contributors publish independent expert analyses and insights. Jim Osman is a finance expert with over 30 years of experience. Value investing managers used to be the market’s priests. They ...