Practical analysis for investment professionals

financial education


Buyer Beware vs. Seller Beware

Questions about whether financial service providers should design better products and sell them responsibly or consumers should take responsibility for their own purchases through financial education miss the point.

Measuring Financial Literacy Outreach Efforts and Why It Matters

Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?

Financial Literacy Resources: Where Should They Go?

April is National Financial Literacy Month in the United States and a time to reflect on the state of financial literacy today and what can be done to improve it. In particular, where should the financial services industry direct its resources in strengthening financial literacy in the United States and throughout the world? We asked readers of CFA Institute Financial NewsBrief what they thought.

The Perfect Storm: Women Need Finance and Finance Needs Women

Regardless of their age, profession, geographic area, or cultural background, smart women deal with money one way or another everyday, reports Barbara Stewart, CFA. Learn more about her latest research, “How Smart Women Are Managing Their Money in 2017.”

Is Mainstream Finance Theory Adrift?

An important new monograph from the CFA Institute Research Foundation explores a fundamental question in the wake of the global financial crisis: Has finance theory failed investors?

Weekend Reads for Finance Pros: China, Daniel Kahneman on Luck, and Retirement

Here in Asia, speculation continues to swirl about China, with headlines portending doom: "rout deepens", "financial distress", and "bear market". Amid all of this, a Tibetan mastiff puppy reportedly sold in China for almost $2 million, prompting author and bubble watcher Vikram Mansharamani to tweet: "China bust coming?"



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