standards ethics and regulations
Not all financial content creators on social media are created equal. A broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders.
How did PNC integrate diversity, equity, and inclusion (DEI) factors into its practices?
Investment firms that seize the opportunity created by the European Union’s Markets in Financial Instruments Directive II (MiFID II) can create a much stronger value proposition for clients, writes Colin McLean, FSIP.
In the often-alternative world of alternative investing, says Preston McSwain.
While best practices and ethical principles endure regardless of locality, they can be challenging to implement in underdeveloped markets where the operational framework may be quite different.
Rising interest rates will make environmental, social, and governance (ESG) factors one of the most important sources of alpha for investment managers, according to Omar Selim.
This book’s greatest value to investment professionals is its analysis of the organizational dynamics of institutional investing.
Why do so many avoid seeking financial advice? It comes down to trust, says Isaac Presley, CFA.
The "Future State of the Investment Profession" explores evolving states of trust and their interdependence with demonstrating and creating value. To get a better understanding of what it means for investment professionals to provide value and how that relates to building trust and improving investor outcomes, we discussed these topics with Anne Cabot-Alletzhauser.
Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.