millennials
“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.
Too many investment professionals are "addicted to winning," and it's a problem for them and their clients.
So how will millennials most influence finance in the next few years? For insight, we asked readers of CFA Institute Financial NewsBrief what they believe. Rebecca Fender, CFA, examines their response.
This latest edition of Weekend Reads explores the joy of making lists, and provides a selection of how-to guides on measuring prosperity, investing internationally, killing an idea, being an impostor, and much more.
Fourteen links to make your weekend more interesting.
What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.
Being willing to spend money on innovative financial technology (fintech) is absolutely necessary for long-term revenue generation among wealth management firms.
Patrick O’Shaughnessy, CFA, discusses how best to communicate with millennials when it comes to financial matters.
Beth Hamilton-Keen, CFA; Patrick O'Shaughnessy, CFA; and Jason Zweig discuss effective ways for financial advisers to serve millennial clients.
This easy-to-read book encourages millennials to invest in the global stock market for wealth accumulation. It provides the reasons why they should invest, strategies they can follow, and behavioral pitfalls they should avoid.