Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Why Everyone Hates Finance and What to Do about It

"Finance is being demonized, and it's being demonized because people don't understand it," Mihir A. Desai says. "If we want to stop demonization, we have to make it accessible."

The Robots Are Coming! The Robots Are Coming!

The robots are coming. But they’re not as smart or technologically advanced as we think, says Kate Darling.

Paul Smith, CFA: Purpose, Professionalism, and the Rise of Trust

"At its best, capitalism with purpose creates value that is broadly apparent and commonly appreciated," says CFA Institute president and CEO Paul Smith, CFA. "We need to press for more of that today."

How to Discuss Ethical Issues at Work

Need to talk to an employee about a sensitive ethical issue? This advice could help.

In Practice Summary: Assessing the CFA® Program’s Value

How does the CFA designation impact the performance of sell-side analysts who make stock recommendations?

Weekend Reads from India: Measuring Manager Skill vs. Luck

India's rapidly expanding mutual fund industry is currently undergoing momentous change, Shreenivas Kunte, CFA, reports.

US Tax Reform: Three Q1 Considerations for Investors

As US companies begin to report their first quarter results, investors will need to consider the ongoing effects of the 2017 US Tax Cuts and Jobs Act, writes Sandra Peters, CPA, CFA.

Promoting Financial Literacy: The ASFIP Example

Dustin S. Martin, CPA, CFA, discusses efforts by the Atlanta Society of Finance and Investment Professionals (ASFIP) to advance financial literacy.

Audit Reports: A New Era of Enhanced Reporting

As US public companies file their 2017 financial statements, the auditor’s report looks different. To understand the changes and for context on what further adjustments lay in store, Sandra Peters, CPA, CFA, spoke with James A. Doty.

Revenue Recognition: The Bottom Line on the New Top Line

Revenue — perhaps the most important number in financial statements — and how it is calculated by nearly every public company across the globe is set to change. Sandra Peters, CFA, considers the impacts.



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