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How Can Investment Professionals Build Trust?

What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.

Portugal and the New Economy in Europe

Portugal's resurgence from the economic crisis over the past few years has been nothing short of extraordinary. We spoke with Ulugbek Suyumov, CFA, for his perspective on the country's outlook.

Ethics in Practice: Using Info for Fund and Personal Accounts OK? Case and Analysis

Discerning when a choice has strayed into unethical territory is not always clear. Analyzing scenarios and practicing your ethical decision making will help you hone your skills.

Forest Crimes: Are Investors Aware of Related Financial Risks?

What is your organization doing to make sure its supply chain is forest-crime free? The litigation risks are real.

SEC Proposes New Conduct Rule for Broker/Dealers Offering Advice

As the US Department of Labor prepares to let its fiduciary duty rule die, the SEC recently proposed a new standard of conduct rule for broker/dealers who provide recommendations with respect to securities transactions, including investment strategies. Rejecting… READ MORE ›

Canadian ETFs: Capturing Investors’ Mind Space

Where are exchange-traded funds (ETFs) headed in Canada and around the world? Peter Haynes, CFA, weighs in.

Should RIAs Change Their Business Model?

Recent market bullishness could be masking unfavorable longer-term trends for registered investment advisers (RIAs).

Alphabet Soup: What Does Artificial Intelligence Really Mean?

Two weeks ago, CFA Institute and the Asset Management Association of China invited me to host the Fintech Investment Forum in Hangzhou, China. The standout speaker on artificial intelligence (AI) was Dr. Noah Silverman, founder of Helios.ai, a consulting firm in Hong Kong.

4 Ways Millennials Can Avoid Following Their Passion

Lauren Friese, director of Workforce Innovation at RBC, makes a strong point about the ways that “passion” can set millennials up for failure.

Weekend Reads for Investors: Slight Hangover Edition

Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.