Practical analysis for investment professionals

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Top Five Articles from February: Body Language, Data Science, Artificial Intelligence

Sloane Ortel and Thomas Brigandi's examination of the seven asset owner organizations shaping the market and a review of Richard Bookstaber's The End of Theory by Robert N. Farago, ASIP, are among the leading Enterprising Investor posts from February.

Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.

Negotiation Management 101 with Foad Forghani

“Negotiation management is much more than talking and arguing,” said shadow negotiator Foad Forghani.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.

Weekend Reads: Resilience

Julia VanDeren has been thinking about resilience. Not just in the face of disaster, but in careers as well. In this edition of Weekend Reads, she shares two key components of resilience and some things you can do to become more resilient.

Weekend Reads: El Capitan, Everest, and Peak Performance

"If I were to pick a theme or two for this week, it might well be endurance and resilience," writes Lauren Foster in this edition of Weekend Reads.

How to Manage Clients’ Emotional Reactions to Market Stress

Identifying a client’s emotional profile and understanding how those emotions influence financial decisions can help advisers keep the client on course through difficult times.

Best of 2016: Career Management

What were the best articles on career management from the past year? Julia VanDeren highlights one from each month of 2016.

Mentoring: A Constant State of Learning

How do you know a mentor–mentee relationship will be effective and rewarding?

Breaking Bad Habits for Better Client Outcomes

Many investment professionals exhibit behaviors that negatively influence performance. If individuals and firms are going to be effective at eliminating these bad habits, the first step is to identify the most egregious — those that seriously impede the achievement of long-term client goals. To help, we asked CFA Institute Financial NewsBrief readers what patterns they thought were the most counterproductive.



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