Practical analysis for investment professionals

Firm Management and Client Relationships


The Future of Work for a Post-COVID Investment Industry

The future of work has already arrived for investment professionals.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.

Women and Investing: Five Myths

What are some of the major misconceptions about women and investing?

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Living in a Digital World: Three Ways to Connect with Clients

Client relationships are the foundation of financial advising. So how can advisers connect digitally?

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.

Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.

How Good Is Your Investment Sales Team?

When it comes to evaluating sales teams, "[Pay] more attention to the swing than the shot."

Investment Firm Culture Change: Five Keys to Success

Firms with strong and healthy cultures share certain essential factors.



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