Guide
The Epicurean Dealmaker ran during a financially tumultuous period from early 2007 to around April 2015, when its pseudonymous investment banker author appeared to have signed off for the last time. It is a treasure of erudition, wit, recalcitrance, irreverence, and self-deprecation, writes Marc Ross, CFA.
Regulators should be alert to any emerging systemic risks encouraged by the implementation of MiFID II. Its problems may surface more quickly than the benefits, asserts Colin McLean, FSIP.
Much of the public still has a negative opinion of capitalism and finance. What can we do about it? Kim Ann Curtin recommends five practices to help us live more consciously.
Presenting is an essential responsibility for many finance professionals. To gauge just how essential, we asked CFA Institute Financial NewsBrief readers how often they have to give them. We also offer some critical advice from presentation expert Dave Underhill.
Regardless of their age, profession, geographic area, or cultural background, smart women deal with money one way or another everyday, reports Barbara Stewart, CFA. Learn more about her latest research, “How Smart Women Are Managing Their Money in 2017.”
More work needs to be done to close the gender gap across many industries. Raising awareness is one step along this path. On the eve of International Women's Day, Lauren Foster curates career resources to help you progress from "post fear" to the podium.
The biggest factor in attracting female customers involves building trust, says Barbara Stewart, CFA. To do that, leaders need to understand new forms of technology, customized communication, consumer behavior, and also, privacy.
Trust is core to team effectiveness. If it is damaged, team performance will decline. For this reason, treat trust issues as you would kitchen fires: Put them out immediately.
Has an employer's business practices ever created ethical concerns for you? Has it affected your career? CFA Institute Financial NewsBrief readers weighed in, and Julia VanDeren analyzes the surprising results.
How do you know whether a multi-asset portfolio is worth the investment? No policy portfolio benchmark exists against which investors can measure their multi-asset investment strategy. Until now.