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.
European regulators, including Belgium's Financial Services and Markets Authority, are calling for banks to give more short-term voluntary support to the Euribor swaps market benchmark, which faces an overhaul. The panel of banks that contributes to setting the benchmark has fallen from 49 to 20, and regulators say they have contacted banks and asked them to return to participation, with the possibility of making their contribution mandatory being held back as a last resort. Risk (subscription required) (16 Aug.)
Investigations into potential insider trading by Deutsche Boerse CEO Carsten Kengeter have expanded to look into the "reliability" of the exchange's top management. Financial Times (tiered subscription model) (16 Aug.)
President Donald Trump has dissolved two business councils after CEOs kept withdrawing to protest his comments about a deadly confrontation in Virginia. Eight executives of major companies left the American Manufacturing Council and the Strategic and Policy Forum. Reuters (17 Aug.)
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