Practical analysis for investment professionals

communication skills


DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

How to Master Social Media: Five Tips for Writing Well

What does it take to write captivating and engaging social media posts? Eric Sim, CFA, shares some essential pointers.

Fraud and Deception Detection: Five Language Fingerprints

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

Fraud and Deception Detection: Text-Based Analysis

Technology can give investment pros a huge advantage in evaluating the truthfulness of company communications.

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.



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