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 European Commission is working to ensure that resolution authorities assessing failing financial institutions can hire more than one valuation agency to avoid disputes. Multiple valuations are expected to help authorities determine "with absolute certainty" whether they must intervene, said Emiliano Tornese of the European Commission. MLex (subscription required) (19 Oct.)
The Senate has voted 51-49 to approve a budget blueprint for fiscal 2018 that opens the door to adoption of tax cuts proposed by President Donald Trump without Democratic votes. The measure needs reconciliation with a version passed by the House before it can be submitted for Trump's signature. Reuters (19 Oct.)
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