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Weekend Reads from India: Fraud, “Skin in the Game,” Nassim Taleb

The framework of investing a dollar and then earning a succession of pennies is ubiquitous. But it has limitations. A recent bank scam in India illustrates this point, writes Shreenivas Kunte, CFA.

Ethics in Practice: Doing Enough to Protect Clients? Case Analysis Now Included

This week’s case presents a very real-world situation that we read about in the news often — getting hacked and clients’ confidential information being stolen.

NASAA Issues Survey for Investment Adviser Representatives Regarding Mandatory Continuing Education

The North American Securities Administrators Association (NASAA) has published a survey for investment adviser representatives (IARs) to collect opinions on the implementation of a continuing education program.

Intelligence Training: How to Gain Insight

Insight can be mysterious. But it doesn't have to be, says Nathan Jaye, CFA. It can be learned, taught, and mastered.

Book Review: Money, Meaning, and Mindsets

The authors challenge the investment profession to rethink the way it views both clients and employees.

Six Kinds of Career Allies: Building a Personal Board of Directors

Julia VanDeren explores some of the roles career allies can play in our professional lives.

DOL Fiduciary Rule: Dead or Do-Over?

Although an appeals court ruling vacated the DOL's fiduciary duty rule, the debate is far from over.

Time for Financial Professionals to Sharpen Their Saws

Effective financial professionals understand that outside sources can lead to better insights.

ESG Q&A: Principles for Climate-Conscious Investment

Climate change is an issue that will have an immense impact on our lives and the financial world in the coming years. Engagement between issuers and investors on the issue is increasing as investors begin to plan for investing in a world with a lower carbon footprint.

Weekend Reads: Western Mongolia Edition

Back from Mongolia after an extraordinary journey with a family of Kazakh eagle hunters, Lauren Foster shares some of the images she captured and lessons she learned along the 150-kilometer trek.