Practical analysis for investment professionals

Polls


Insights on Trust: What Factors Matter Most?

From short-term greed to a lack of transparency, misaligned interests take on both blatant and subtle forms and lead to an ever-widening trust gap in the wealth management industry. So what are some factors that can foster trust? We asked CFA Institute Financial NewsBrief readers what they thought. Shreenivas Kunte, CFA, analyzes the results.

Relationship Strain: The Sins of the Active Manager

The relationship between investment consultants and active investment managers is frequently a strained one. What are the biggest mistakes an active manager can make to complicate the collaboration? We asked CFA Institute Financial NewsBrief readers what they thought, and Jason Voss, CFA, analyzes the results.

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.

Weekend Reads for Investors: Post-Election Pick-Me-Up

Jason Voss, CFA, provides his picks for this week's edition of Weekend Reads. This post-US presidential election pick-me-up features principles of non-violent communication, the dangers of p-values, time crystals, and more.

Is a US Recession Imminent? Part Two

In January, 70% of CFA Institute Financial NewsBrief readers didn't expect a US recession in 2016. So what about 2017?

Mergers Send a Message

Mergers send a message, says Sloane Ortel. Be cautious when interpreting them as bad news. We asked CFA Institute Financial NewsBrief readers what they thought of the recent surge in M&A activity.

The Fintech Effect: What Will Bring the Most Change?

Fintech will have a significant and potentially revolutionary influence on a broad set of sectors within the financial services industry and across the globe. So what aspect of fintech has the potential to most transform the finance sector? We asked readers of CFA Institute Financial NewsBrief to find out.

Career Risks: What They Are and Why We Have to Take Them

Have you taken risks with your career? We asked readers of CFA Institute Financial NewsBrief whether they took chances in their professional lives and how they feel about having taken them or, conversely, having avoided them.

The Lure of Finance

Earlier this week, we asked CFA Institute Financial NewsBrief readers who or what most influenced them to work in the financial sector. Rebecca Fender, CFA, analyzes the results.

The Fixed-Income Challenge: The Monetary Policy Pit

Monetary policy, lagging economic growth, aging populations in the leading global economies — what is the biggest challenge confronting investors on today's fixed-income obstacle course? We polled readers of CFA Institute Financial NewsBrief to find out.



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