Practical analysis for investment professionals

Firm Management and Client Relationships


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.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

Book Review: Never Bulls**t the Client

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: Diversity Drives Better Investor Outcomes

Margaret Franklin, CFA, calls on the investment industry to not only deliver alpha but also to drive positive change.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

Women and Finance: The 2019 Rich Thinking Quantitative Survey Findings

If it was ever true that women were excessively fearful about risk, it’s not true anymore.

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Creativity in Investment Firms: Five Conditions to Improve It

What is creativity and how can investment teams cultivate it?

Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?



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