Standards, Ethics & Regulations (SER)
The book provides a roadmap on how the financial industry will evolve in response to three structural forces.
The GameStop story represents a shift in the balance of power and with it the future of investing and social media.
The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.
There is no valid benchmark for the unlisted private equity sector. That needs to change.
How do special-purpose acquisition companies (SPACs) serve public investors?
Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.
GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.
Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?
"Good values go hand in hand with good business."
Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.