CFA Wealth Management Conference
Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.
Jason Voss, CFA, highlights some of the most-compelling reads he's encountered over the last month. Among the topics explored: share buybacks, central banks, and dark matter.
Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.
What is the “new normal” of estate and gift tax planning under the American Taxpayer Relief Act of 2012? What are the new planning paradigms? Sam Donaldson, professor of law at Georgia State University College of Law, discusses planning options for $5 million, $8 million, and $30 million families.
Rating "recalibrations" and the departure of AAA bond insurers are a few factors that have dramatically changed the US municipal bond market. How should investors adapt?
The US Federal Reserve’s easy money policies may be helping to prop up the global economy, but they are making life difficult for people who own income-producing financial assets — and the advisers and wealth managers they turn to for advice.
Vikram Mansharamani used five different perspectives on China’s economy to argue that China’s investment-driven boom will be the next great financial bubble to burst, predicting significant drops in industrial commodity prices, commodity producers’ profitability, and even the currencies of the major commodity-producing countries.
We’ve all heard the old adage that diversification is the only free lunch in investing, but Paul Bouchey, CFA, debunked that notion at the CFA Institute Wealth Management 2012 conference in Miami. To be clear, Bouchey did not challenge the notion that we can reduce risk without sacrificing return through diversification. He did, however, call out another free lunch — volatility harvesting.
What do Homer’s Odyssey, Boombustology, and "financialese" have to do with wealth management? Quite a lot, it turns out.
Starting a private business could put you on the path to untold riches. But it could also land you in a precarious financial position.