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MiFID II and Systematic Internalisers: If Only Someone Knew This Would Happen

It has been about seven months since the EU’s implementation of the Markets in Financial Instruments Directive (MiFID II) and some early results are starting to come in.

Ethics in Practice: Does Trade Execution Venue Matter? Week of 9 July Case and Analysis

Regularly reviewing and analyzing situations that involve possible misconduct will help you keep standards of professional conduct well in mind as you conduct your own business.

Will Bitcoin Make It?

Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.

The Media Challenge for Cryptoasset Investors

At the core of the cryptocurrency craze is the fear of missing out (FOMO).

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.

Ethics in Practice: Longtime Customers Can Be Trusted, Right? Case and Analysis

Ethical dilemmas that involve people we have known for a long time professionally, personally, or both can be especially challenging to discern.

The Impact of Single Stocks on Factor Returns

Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?

Measuring Financial Literacy Outreach Efforts and Why It Matters

Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?

Inline XBRL

On 28 June 2018, the US Securities & Exchange Commission voted to adopt amendments to its rules and forms to require the use of the Inline eXtensible Business Reporting Language (XBRL) format for the submission of financial statement information of operating companies and mutual funds

The Knowing-Doing Gap in Behavioral Finance

Why do professional investors talk about behavioral finance more than they apply its insights?