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'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.
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.
What is your organization doing to make sure its supply chain is forest-crime free? The litigation risks are real.
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 ›
Where are exchange-traded funds (ETFs) headed in Canada and around the world? Peter Haynes, CFA, weighs in.
Recent market bullishness could be masking unfavorable longer-term trends for registered investment advisers (RIAs).
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.
Lauren Friese, director of Workforce Innovation at RBC, makes a strong point about the ways that “passion” can set millennials up for failure.
Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.