Practical analysis for investment professionals

Firm Management and Client Relationships


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?

The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

Four Principles to Sustaining a Desired Culture

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.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

A Sheep in Wolf’s Clothing: Susan Cain on the Power of Introversion

Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.



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