Practical analysis for investment professionals


Wealth Management in 2017: Oh, the Humanity!

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.

Essential Listening: Constructive Feedback

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.

Essential Listening: Taking a Leap

The complex world of adhesives, high-end property appraisals, and start-ups are among the topics explored in Tadas Viskanta's latest roundup of podcasts.

Essential Listening: Bowie Bonds

This week's installment of Essential Listening podcasts includes selections on the collapse of oil and commodity prices, behavioral biases, meditation and mindfulness, and more.

Essential Listening: The Value of Resilience

Podcasts in Tadas Viskanta's latest roundup explore the basics of the fiduciary standard, the rise of behavioral finance, and the decline of the ubiquitous Cavendish banana, among other topics.

Turning Points: Currencies, Commodities, and Credit Markets

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?

Weekend Reads for Financial Advisors: Behavioral Finance, Retirement, and Bogle on Fees

If you didn't get around to all the reading you had intended to, here's a quick roundup of some of the articles and video clips you may have missed.

Roundup: Wealth Management 2013

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.

Current Thinking on Investing in Gold and the Gold Standard

Mark Harrison, CFA, rounds up the latest thinking on gold as an investment and basis for monetary systems.

The Trillion Dollar Coin — Risky Business

Unless you've been hiding under a rock lately, it's been hard to avoid the hullabaloo over the trillion dollar platinum coin idea. These articles should provide you with an overview of the the issue.

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