Practical analysis for investment professionals

Firm Management

Mihaly Csikszentmihalyi: Grow with the Flow

Great professionals turn work into a game and express themselves through performance, says Mihaly Csikszentmihalyi, author of Flow, in an interview with Nathan Jaye, CFA.

The Microsoft-LinkedIn Deal and “The Nature of the Firm”

Matthew Borin explores the Microsoft-LinkedIn acquisition through the prism of Ronald Coase's "The Nature of the Firm." His conclusion? Neither classical reasoning nor market dominance can explain the deal. If market synergy is the motivation, the odds of success do not look promising.

Different Sizes, Similar Strengths: Common Traits of Successful Investment Practices

Two radically different money management firms agree on the common components that drove their successes.

Ethics in Investment Management: How to Get It Right

Is investment management a business or a profession? How do you build an ethical culture? And how do you deal with stewardship of client assets, the management and disclosure of conflicts of interest and structuring and reporting fees and compensation? These were some of the difficult questions that experienced investment professionals debated at the inaugural Professionalism Conference organized by CFA Society of the UK. Here are the highlights.

How Do You Find the Elusive Happiness at Work? (Video)

Is happiness at work important to you? I’m guessing the answer is yes. It probably is very important. After all, we spend so much of our life working. But after a weekend, do you feel excited about going to… READ MORE ›

Positioning Your Firm for the “Equity Bull Market” in Wealth Management

As a financial adviser, have you ever stopped to think about whether your wealth management firm operates as a business or a practice? Or whether it even matters — to clients and/or prospective buyers? To learn the answers to these questions and more, I spoke with Brian Lauzon, CFA, managing principal of AdvisorAssist, a consulting firm that supports the compliance and business planning activities of both new and existing advisory firms.

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