Practical analysis for investment professionals

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Zeitgeist: Why It Matters to Advisers and Investors

As advisers, we need to talk in the language and use the tools of the people who we are talking to.

Best of 2017 Weekend Reads: Lost and Found

Do you remember the last time you received a handwritten letter or note, or were struck by beautiful penmanship? Lauren Foster does.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

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.

Five Rules for Interviews in a New Media Era

Donald Trump has changed the communications landscape by redefining the role of the media in disseminating information to the public. This disruption will expand well beyond politics, as executives learn how to interact with earned and owned media in this new and sometimes hostile era.

Weekend Reads: Have You Heard the (Fake) News?

The phrase “fake news” is a reality. It references a phenomenon that goes to the heart of how we define “news.” Susan Hoover dives down the fake news rabbit hole in this week's edition of Weekend Reads.

Is Technology Making Us Too Bullish on Stocks?

Perhaps one reason panglossian market conditions can persist in the age of Twitter and Instagram is that omnipresent social media allow us to edit out anything that vaguely threatens our preferred mindset about stocks.

Keys to Social Media Success: Curiosity, Conversation, and Patience

A panel of social media experts gave their perspectives on social media's value proposition and how to best leverage the technology as an investment professional at the 69th CFA Institute Annual Conference. It turns out it's not rocket science.

From Robo-Conflict to Robo-Collaboration: Approaches for Wealth Managers

Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.



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