Practical analysis for investment professionals

millennials


Investments That Ride a Generational Wave

“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.

The Purpose Imperative

Too many investment professionals are "addicted to winning," and it's a problem for them and their clients.

Next Generation Investors: How Millennials Will Influence Finance

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.

Weekend Reads: The “How To” Edition

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.

Outlook for the US Wealth Management Industry: The Predictive Analytics Era

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.

Technology Is a Revenue Generator, Not an Expense Item

Being willing to spend money on innovative financial technology (fintech) is absolutely necessary for long-term revenue generation among wealth management firms.

How to Talk to Millennials about Money

Patrick O’Shaughnessy, CFA, discusses how best to communicate with millennials when it comes to financial matters.

Serving Millennials: Are Traditional Advisers Doomed?

Beth Hamilton-Keen, CFA; Patrick O'Shaughnessy, CFA; and Jason Zweig discuss effective ways for financial advisers to serve millennial clients.

Book Review: Millennial Money

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.



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