Practical analysis for investment professionals

Firm Management and Client Relationships


Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

Three Tools to Improve the Fund Manager–Client Relationship

Technology, properly applied, can help initiate and improve your relationships with clients.

Networking in the Age of Social Distancing: Seven Timeless Strategies

How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.

Living in a Virtual World: 10 Tips for Culture

How firm culture is built and sustained must evolve in the COVID-19 era.

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.

Good vs. Bad Active Fund Management: Three Indicators

What distinguishes good active management fund styles from the bad?

Five Tips for Business Success from Five International Women in Finance

What advice do the top women in finance have for those trying to make their way in the sector?

Paved with Good Intentions: Alternative Investment Reporting Challenges

“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.



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