Experienced advisors know that a single conversation with clients often provides only a snapshot of their current goals, preferences, and life circumstances. But what if you could take your client relationships to the next level by

The Efficient Frontier, a key concept in portfolio theory introduced by Harry Markowitz in 1952, helps investors optimize portfolios by maximizing returns for a given level of risk. However, this principle can also be applied to

This September, the global fintech community converged in Riyadh for the inaugural Fintech24 Conference, a premier event aimed at showcasing cutting-edge innovation in financial technology. With over 26,000 attendees, 300 exhibitors, and 200 investors, this high-profile

In investing, where success balances on skill and luck, overconfidence can erode performance by up to 400 basis points annually. BehaviorQuant’s BQ Benchmark combats this by providing a clear, objective measure of decision-making, letting you compare

Rumors can heavily influence financial markets, often making investors act on unverified information instead of facts. This newsletter explores how rumors and certain mental shortcuts can impact investor behavior and market trends. Learn about the surprising