If you didn’t get around to all the reading you had intended to, here’s a quick roundup of some of the articles and video clips you may have missed. Read more
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At CFA Institute’s recent Wealth Management 2013 conference in Boston, one of the overarching themes was helping financial advisers better understand client behavior and successfully manage client relationships. Read more
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Mark Harrison, CFA, rounds up the latest thinking on gold as an investment and basis for monetary systems. Read more
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Unless you’ve been hiding under a rock lately, it’s been hard to avoid the hullabaloo over the trillion dollar platinum coin idea. These articles should provide you with an overview of the the issue. Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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Sam Lum, CFA, rounds up his favorite articles on portfolio management from 2012. Read more
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Lauren Foster rounds up her favorite articles on private wealth management and behavioral finance from 2012. Read more
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Aswath Damodaran, John C. Bogle, Michael J. Mauboussin, and other luminaries gathered in Philadelphia to discuss pressing questions facing equity investors today. If you weren’t able to attend, you can still watch video and browse social media highlights from the event. Read more
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Amid a growing list of disasters, many are increasingly questioning the claims of hedge funds to offer absolute returns. On the other hand, new studies seem to support the performance claims of hedge funds. Read more
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What does the word “influence” mean to you? Businesses are increasingly moving towards flat and/or matrix organizational structures and valuing and encouraging collaboration and interdependencies across work groups. The ability to influence in all directions and across all types of relationships is also likewise becoming increasingly important. In this brave new world, influence doesn’t simply mean achieving a specific outcome you desire but rather collaborating effectively with and leading others collectively towards commitment, outcomes, and change. Read more
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