Practical analysis for investment professionals
15 September 2012

Weekend Reading for Financial Advisers: Taxes, Situational Awareness, and Giving Back

Posted In: Weekend Reads

It’s no secret that financial advisers who want to succeed need to understand a range of complex subjects — not just investing but also tax and estate planning, retirement planning, and philanthropy, to name but a few. With that in mind, here are some compelling reads from the past week for the well-rounded adviser.

Tax and Estate Planning

Behavioral Finance and Lie Detection

Retirement Planning

The Industry


  • John “Jack” Bogle, founder of Vanguard Group, has a net worth “somewhere in the low eight figures.” So what exactly does he do with his money — and what advice does he have for the rest of us? Reuters sat down with him to find out. (Reuters)

And now for something completely different:

For more news and trends, visit the Private Wealth Management Community of Practice.

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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