Practical analysis for investment professionals

Career Development and Soft Skills


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.

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?

Intelligence Training: How to Gain Insight

Insight can be mysterious. But it doesn't have to be, says Nathan Jaye, CFA. It can be learned, taught, and mastered.

Six Kinds of Career Allies: Building a Personal Board of Directors

Julia VanDeren explores some of the roles career allies can play in our professional lives.

Risk Is a Moving Target

To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.



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