Practical analysis for investment professionals

Future States


Fintech: Revolutionizing Wealth Management

Fintech is revolutionizing the financial planning industry and forcing a change in how wealth is managed. The drive toward efficiency and agility in practice management benefits both clients and advisers. Marguerita Cheng, CFP, RICP, provides an overview.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

“Augmented Intelligence”: Combining Human Intelligence and Technology

Artificial intelligence (AI) is making inroads into private wealth management in both investment management and practice management. It’s an exciting time for AI, but will it cause more disruption or innovation for wealth managers?

Four Lessons from the CFA Society New York 80th Anniversary Dinner

Ultimately, the core of our profession’s success will be continuing education, says Bjorn Forfang.

Artificial Intelligence and Defined Contribution Plans

How will artificial intelligence (AI) affect the world of retirement accounts, specifically defined contribution (DC) plans? Sahil Sethi, CFA, anticipates several stages of development.

Artificial Intelligence: Fusing Technology and Human Judgment?

Can artificial intelligence (AI) arrange a perfect marriage of technology and human judgment?

Parallel Worlds and Brexit: Guiseppe Ballocchi, CFA

"Parallel Worlds," one of the four potential scenarios envisioned in the "Future State of the Investment Profession" study, anticipates the rise of populism, a reduction in the size of the middle class, and a decrease in social mobility. For a better understanding of how this scenario could affect the future of the investment management industry, Robert Stammers, CFA, spoke with Giuseppe Ballocchi, CFA.

Toward a Professional Investment Industry: Richard Brandweiner, CFA

The "Future State of the Investment Profession" study explores "Four States for the Relationship between Investment Management and Society." To better understand these potential future states, we interviewed Richard Brandweiner, CFA, focusing our discussion on the factors required for finance to move towards a more “Professional Industry” as well as other ways it could serve the greater good.

The Purpose Imperative

Too many investment professionals are "addicted to winning," and it's a problem for them and their clients.



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