Practical analysis for investment professionals

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“Your Network Is Your Net Worth”: Seven Tips to Propel Your Career

Your social capital grows as the people you help today advance their careers and step into more senior roles tomorrow.

GameStop, Artificial Intelligence, Social Media, and the Future of Investing

The GameStop story represents a shift in the balance of power and with it the future of investing and social media.

Living in a Digital World: Three Ways to Connect with Clients

Client relationships are the foundation of financial advising. So how can advisers connect digitally?

Networking in the Age of Social Distancing: Seven Timeless Strategies

How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.

Five Ways to Jumpstart Your LinkedIn Profile

How do you make your LinkedIn profile attractive and compelling? You can start with these easy first steps.

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.



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