Are you really getting the most out of your investment adviser? Robert Stammers, CFA, director of Investor Education at CFA Institute, walks us through some questions that investors should ask before they sit down for a meeting.
All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.
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WisdomTree has brought to NYSE Arca an exchange-traded fund that buys stocks of companies that do business primarily through online platforms or marketplaces. The companies can be based anywhere, but all shares purchased by the WisdomTree Modern Tech Platforms Fund must be traded on a US or European exchange. ETF (22 May.)
The European Central Bank wants Banca Carige closed, rather than rescued by Italy, if a buyer cannot be found, sources say. The Italian government has rejected the option and has not ruled out a precautionary recapitalization. Reuters (22 May.)
Investors are concerned a lack of detail concerning compliant indexes in the European Securities and Markets Authority's public register of benchmark administrators will make compliance with benchmark rules difficult. Risk (subscription required) (23 May.)
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