Practical analysis for investment professionals

communication skills


Culture Checklist: One Firm, Eight Boxes, 10 Successful Years

Building and maintaining a healthy culture over the long term isn't easy, but one firm's success story offers some valuable lessons.

Five Ways to Retain Your Wealth Management Clients in 2020

To retain clients in an information-saturated digital world, you must communicate the benefits of working with you.

How to Read Financial News: Coronavirus, Confirmation Bias, and Political Bias

Now more than ever we need to read the news with a clear eye about our emotions and biases.

Let’s Get Physical 3: How to Moderate Panel Discussions

The moderator often makes or breaks a panel discussion. Nonverbal communication expert Mark Bowden provides some pointers.

Taking Investment Teams from Good to Great

Good enough is no longer an option for active investment management firms.

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 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.

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."

Top Five Articles from February: Body Language, Data Science, Artificial Intelligence

Sloane Ortel and Thomas Brigandi's examination of the seven asset owner organizations shaping the market and a review of Richard Bookstaber's The End of Theory by Robert N. Farago, ASIP, are among the leading Enterprising Investor posts from February.



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