The pandemic has made meetings more personal, technology more integral, and advice more holistic.
Client relationships are the foundation of financial advising. So how can advisers connect digitally?
Drawing on his extensive economics expertise, Robert Guttmann dives deeply into the topic of innovation as it relates to economic growth. The book is impressive in scope and groundbreaking in addressing both the positive and negative effects of financial innovation on society. The author discusses the global financial crisis as well as other historical financial crises to explore the ways innovation has enriched and endangered society.
Matthew Borin explores the Microsoft-LinkedIn acquisition through the prism of Ronald Coase's "The Nature of the Firm." His conclusion? Neither classical reasoning nor market dominance can explain the deal. If market synergy is the motivation, the odds of success do not look promising.
“All invest-tech rests on two pillars: data latency, which is the speed in acquiring or processing error-free inputs, and inferential depth, which is the profoundness and durable accuracy of insights,” says Ashby Monk.
Advances in medicine and technology, combined with other forces in society, are coalescing to propel average lifespans easily toward 100. Tracey Wilen asked delegates at the 69th CFA Institute Annual Conference to consider what that means for their career planning. For most people, it will mean having to build a revenue stream that funds their later years for at least 10–15 years longer than was the norm over the past several decades.
The global economy will never again experience the rapid growth rates seen prior to the financial crisis of 2007–2008, says economist Dambisa Moyo. Why? Because of technology and demographics.
To better understand whether fintech is really disruptive or merely sustaining to the investment management industry, Sviatoslav Rosov, CFA, spoke with Horace Dediu for some insight.
Based on recent earnings calls, the economy appears to be okay overall, says Scott Krisiloff, CFA, not deteriorating, but not robust either.
Make technology your friend.
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