Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.
How to give better feedback, the challenges of complexity in investing, and why companies like Uber should not wait too long before going public are among the topics covered in this week's roundup of podcasts.
The Fed's discussion of tapering has sent global currency markets into a tizzy. Now, central banks around the world have shifted from currency wars and cheapening their currencies to strengthening their currencies, tightening rates, and increasing capital controls. There's only one problem: Can the US escape velocity?
At CFA Institute’s recent Wealth Management 2013 conference in Boston, one of the overarching themes was helping financial advisers better understand client behavior and successfully manage client relationships.
German executives are more confident about their businesses than at any time in modern history. The widely followed Ifo business confidence index hit a record of 115.1 in June. Deutsche Welle (Germany) (26 Jun.)
British Prime Minister Theresa May should form a proposal for protecting EU citizens' rights after Brexit that has "more ambition, clarity and guarantees," says Michel Barnier, the EU's chief Brexit negotiator. EU officials are particularly concerned that May rejects the view that a European court should resolve any conflict regarding EU citizens' rights. The Guardian (London) (26 Jun.)
Rodrigo Janot, Brazil's highest-ranking federal prosecutor, has accused President Michel Temer of accepting millions of dollars in bribes in a charging document submitted to the Supreme Federal Court. Brazilian law requires the lower house of Congress to authorize prosecution before Temer can be tried. Reuters (26 Jun.)
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