Practical analysis for investment professionals

Future of Finance

Why Do We Still Have a Retirement Crisis?

Laurence B. Siegel sat down for an interview with Barbara S. Petitt, CFA, editor of the Financial Analysts Journal to discuss the retirement crisis — the subject of the FAJ's 70th anniversary issue. According to Siegel, there are two things we can do collectively to address the crisis: "save more" and "support efforts to rationalize the systems of pensions and savings in whatever country we happen to live."

The High Cost of the Gender Imbalance in Finance (Online Forum)

As part of CFA Institute’s Future of Finance initiative, we are hosting an online discussion entitled, “The High Cost of the Gender Imbalance in Finance,” on Thursday, 9 April.

Ethics and Finance: Candid Insights from John Hendry

Does the financial services field constitute a profession? Are its practitioners more prone to ethical lapses than those in other sectors? Does it contribute to inequality? In this provocative interview, Cambridge University professor John Hendry, author of Ethics and Finance: An Introduction, offers some startling answers and considers ways to make financial services more ethical.

Some Surprising (and Not-So-Surprising) Notes on Risks and Happiness in Retirement

Michael Finke, professor and director of retirement planning and living in the personal financial planning department at Texas Tech University, discusses idiosyncratic longevity trends and risks; planning for cognitive and physical changes in old age as a fiduciary adviser; and avoiding risks and planning for a more satisfying life in retirement.

Is Finance a Noble Profession? A Summary of the Online Forum

What finance can do to improve the profession's nobility.

Is Finance a Noble Profession? (Online Forum)

Whether finance is a noble profession or not is an important issue for the long-term viability of capitalism. This CFA Institute Future of Finance online forum considers the issues.

Carl Richards: Six Things the Investment Industry Can Do to Change the World

In case you missed it, this year at the 67th CFA Institute Annual Conference in Seattle, Carl Richards discussed what could be done to improve the investment industry.

Staying off the Slippery Slope: Ethics Advice for Those New to the Industry

Ethical behavior is influenced by many factors that you may not have considered. In essence, behaving ethically requires more than knowing right from wrong: it primarily involves keeping an ethical mindset and being aware of potential problems.

How to Win Investors’ Trust

The combination of the financial crisis, events like the Libor scandal, and frequent news stories about financial organizations putting their interests above their clients, it is obvious why some investors may be concerned about the quality of advice and the motivations of their financial service providers.

Weekend Reads for Finance Pros: Meditation, Munger, and Moneyball

The benefits of meditation are well-known and have been espoused by some of the world's most successful investors and innovators. Indeed, even business schools are starting to include meditation in their curricula.

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