millennials
“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.
Lauren Friese, director of Workforce Innovation at RBC, says that millennials will face disruption in their careers, but they can cope with it proactively instead of experientially.
Too many investment professionals are "addicted to winning," and it's a problem for them and their clients.
Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies.
So how will millennials most influence finance in the next few years? For insight, we asked readers of CFA Institute Financial NewsBrief what they believe. Rebecca Fender, CFA, examines their response.
This latest edition of Weekend Reads explores the joy of making lists, and provides a selection of how-to guides on measuring prosperity, investing internationally, killing an idea, being an impostor, and much more.
Fourteen links to make your weekend more interesting.
What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.
Being willing to spend money on innovative financial technology (fintech) is absolutely necessary for long-term revenue generation among wealth management firms.
Patrick O’Shaughnessy, CFA, discusses how best to communicate with millennials when it comes to financial matters.