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.
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.
Aswath Damodaran, John C. Bogle, Michael J. Mauboussin, and other luminaries gathered in Philadelphia to discuss pressing questions facing equity investors today. If you weren't able to attend, you can still watch video and browse social media highlights from the event.
What does the word "influence" mean to you? Businesses are increasingly moving towards flat and/or matrix organizational structures and valuing and encouraging collaboration and interdependencies across work groups. The ability to influence in all directions and across all types of relationships is also likewise becoming increasingly important. In this brave new world, influence doesn't simply mean achieving a specific outcome you desire but rather collaborating effectively with and leading others collectively towards commitment, outcomes, and change.
Asian and US firms are likely to find not having a legal-entity identifier when Europe's revised Markets in Financial Instruments Directive takes effect means missing trades for noncompliance, panelists said at a derivatives conference. However, some panelists questioned whether the effort is worth it if firms transact with only a single European client. Futures & Options World (subscription required) (07 Dec.)
If Congress fails to pass a spending bill, resulting in a government shutdown, the US would lose economic momentum, Beth Ann Bovino, US chief economist for S&P Global, said in a report. For each week the government is shut down, the country could drop $6.5 billion from real GDP growth, the S&P Global economists said. CNNMoney (06 Dec.)
The Federal Reserve has proposed changing annual stress tests to provide banks more information on how their portfolios might fare during market shocks. "This enhanced transparency will bolster the credibility of our stress tests and help the public better evaluate the results," said Randal Quarles, vice chairman for supervision. Reuters (07 Dec.)
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