Firm Management and Client Relationships
The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.
Like its title, this book by Richard M. Ennis, CFA, "is brief, to the point, and unafraid to rattle the cage of conventional wisdom."
Margaret Franklin, CFA, calls on the investment industry to not only deliver alpha but also to drive positive change.
How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.
If it was ever true that women were excessively fearful about risk, it’s not true anymore.
Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.
What is creativity and how can investment teams cultivate it?
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?