investment management
Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.
Key takeaways from the conference that may assist you as your firm transitions to the 2020 edition of the GIPS standards.
This series provides a guide to the economic and policy developments within the European Union (EU) and is a must-listen for any student, policy maker, legislator, economist, or corporate strategist seeking a greater understanding of the opportunities, risks, and emerging policy initiatives that will affect the 330 million consumers living there and the companies doing or seeking to do business there.
In September, CFA Institute and Principles for Responsible Investment (PRI) released two new reports — ESG Integration in the Americas: Markets, Practices, and Data, and Guidance and Case Studies for ESG Integration: Equities and Fixed Income.
The findings in "New Public Company Auditor Disclosures: Who Audits the Company You Invest In? How Long Have They Been the Auditor," were compelling, particularly on gender diversity.
In my latest paper, Data & Technology: How Information Is Consumed In The New Age, we take a deep dive into how structured data is being consumed and refute the claim by some that structured data is not… READ MORE ›
What were the leading stories from Enterprising Investor in January?
The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.
We are socialized to believe that we get what we pay for. In the case of trustee and planning services, does the lack of a stated fee imply to clients that these services have little value? Preston McSwain offers his perspective.