Practical analysis for investment professionals

Career Development and Soft Skills


Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.

Let‘s Get Physical 2: Body Language and Physical Fixes

Financial advisers care about body language and so do clients and potential clients, says Barbara Stewart, CFA. So how can we repair our physical faux pas? She checks in with nonverbal communication expert Mark Bowden for insight on this question and more.

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Empathetic Listening: A Six-Step Guide

As human financial advisers compete with passively managed index funds and robo-advisers, those who embrace empathetic listening can differentiate themselves and add value for their clients, says Marguerita Cheng, CFP, RICP.

The Power of Appreciation

Appreciation is a greatly under-utilized tool in the leader’s toolkit, says Jim Ware, CFA.

Tips for Aspiring Portfolio Managers

What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.

Zeitgeist: Why It Matters to Advisers and Investors

As advisers, we need to talk in the language and use the tools of the people who we are talking to.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

Daughters: The Rising Wealth Influencers

Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.



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