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SEC’s Proposed Exemption for Finders Would Short-Change Investor Protection and Market Transparency

Finders with the right contacts among investors can play useful roles in bridging funding gaps. Unfortunately, however, the world of finders also has a dark side of fraudsters, market manipulators, and bad actors. The SEC's proposed exemption fails to acknowledge this.

DOL Finalizes Rule on ESG Investing: Is “Nonpecuniary” a Synonym for “ESG”?

The final DOL rule is a substantive improvement over the widely opposed original proposal, but industry participants remain concerned about its chilling effect on ESG investing and factor integration, as well as about the integrity of the rulemaking process.

Assessing Mutual Fund Company Performance

Market share change is the indicator to watch when it comes to mutual fund company business performance.

Book Review: Financial Markets and Institutions

Rigorous, up-to-date, and practical, this textbook can help investors navigate the complex territory of European regulation.

Myths of Private Equity Performance: Part II

What explains the absence of predictability in private equity performance?

Six Months Left to Apply for US$20,000 Prize on Ethics and Trust in Finance for a Sustainable Future

If you’re under 35 years old and have a strong opinion about the role of ethics in finance, CFA Institute invites you to submit an essay reflecting on the role of ethics to shape a more sustainable… READ MORE ›

Why People Drive Artificial Intelligence Today and Tomorrow

Now that artificial intelligence has arrived, we all must stay ahead of the curve of the AI revolution.

Maybe Analyst Recommendations Do Add Value

Following analyst buy or sell recommendations isn’t going to lead to outperformance. Or is it?