"With charitable giving," Eric Friedman, CFA, tells Sloane Ortel, "if you’re not focused on the evidence behind your approach and the potential outcomes, then you’re flying blind with respect to impact."
Advisers who “go social” have an edge in business. A wealth management veteran shares the story of his social media conversion and offers tips on how advisers can build their own personal brand online.
The main strategy for successful interviews — and this is no surprise really — is to spend adequate time preparing. If you know that you are likely to be invited to tell interviewers about yourself and asked to discuss your weaknesses, there is no reason to walk into an interview without having crafted and practiced respectable responses.
After the online breach of JPMorgan Chase, cybersecurity awareness is growing in the financial world. But what exactly is cybersecurity (and cybervulnerability)? What can or cannot be done to make sensitive information more secure?
AdvisorShares brought to NYSE Arca an exchange-traded fund that gives investors exposure to a wide range of legal cannabis businesses, primarily in the US and Canada. The AdvisorShares Pure Cannabis ETF is actively managed. ETF Trends (18 Apr.)
Deutsche Bank's exposure to counterparty credit risk at the end of 2018 was the highest among large European dealers, but it recorded only the third-highest capital requirement, a discrepancy attributed to its use of internal models for calculating its securities financing transactions charges, according to a Risk Quantum analysis. Risk (subscription required) (19 Apr.)
The UK's Financial Conduct Authority and Canadian securities regulators in Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, Quebec and Saskatchewan have signed a technology cooperation agreement. The jurisdictions plan to share financial technology innovation information and reduce entry barriers into each other's markets. Finance Magnates (19 Apr.)
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