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.
The Securities and Exchange Commission has unanimously approved guidance that explains what publicly traded companies must disclose to investors regarding cybersecurity risks and incidents. Chairman Jay Clayton has called on public companies to examine cybersecurity procedures and controls. Pensions & Investments (free access for SmartBrief readers) (21 Feb.)
US bank regulators should keep the power to liquidate large, complex failed financial institutions in an orderly manner, the Treasury Department said in a report. However, this authority should be employed "as an emergency tool for use under only extraordinary circumstances," the report said. Bloomberg (free registration) (21 Feb.)
Sales of previously owned homes in the US declined 4.8% last month compared with January 2017, the sharpest year-over-year drop since 2014, according to the National Association of Realtors. Demand is strong, but prices are rising and supply is tightening, the trade group says. CBS News (21 Feb.)
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