Leadership, Management & Communication Skills

Jason Voss, CFA, provides a summary of the major research about lying and deceit behaviors, including a brief overview of dozens of research papers.

Investing results unfold in the future, yet many investors spend all of their time analyzing facts. What can a leading futurist teach investors about forecasting?

In part two of this video interview, Emanuel Derman reflects on the trajectory of his own career and discusses the books that helped shape his thinking.

Politics is all about saying "yes." But in an era of high debt and low growth, American history affords at least two interesting counterexamples: Warren Harding and Calvin Coolidge, former Republican U.S. presidents who improved the country's fortunes largely by saying "no."

The Yale University economics professor reminded delegates at the CFA Institute Financial Analysts Seminar last week that cynicism about finance and financial innovation is a symptom of misplaced frustration with today's crises.

While some governments have provided guidance to the investment industry about the use of social media, many countries have yet to issued regulations. Regardless of what local bodies dictate, the CFA Code of Ethics and Standards of Professional Conduct provides an excellent framework for investment professionals to consider when representing themselves or their businesses online.

Demonstrating proficiency in emotional intelligence is a critical skill set that is in demand across all roles in the investment industry. Why is this the case, are there challenges unique to investment professionals, and what practical steps can you take to develop this soft skill?

Barclays was recently fined a record £290m/$450m for attempting to manipulate the London interbank offered rate (Libor). This settlement is the first in a probe launched by the US Commodity Futures Trading Commission that now spans nearly a dozen regulators and more than 20 banks, and the continuing investigations are expected to set a basis for settlement negotiations with individuals and other institutions. So, what went wrong?

Miriam Salpeter, author of Social Networking for Career Success, explains the importance of social media as a channel to enhance your professional reputation and to become known as a thought leader in your field. She offers practical advice and instruction on how to leverage specific functionality that can help you brand and differentiate yourself.

While the adoption of social media among wealth management firms is “at early stages,” according to a recent report, it is a communication channel that “financial institutions can no longer ignore.”