Firm Management and Client Relationships
For a secure retirement, clients need more than a large-enough nest egg.
What are the major takeaways from a decade of researching women and finance?
How can we meet the dual challenge of investor preferences and investment outcomes?
Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.
To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.
Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.
Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.
What do top investment teams have in common? What makes some succeed while others fall short?
The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.
Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.