Practical analysis for investment professionals


Why Financial Advisers Need to Talk to Clients about Elder Care

With baby boomers aging and average life expectancies rising, financial advisers need to address elder care in their conversations with clients.

The Hidden Moralism in Economic Models

"The economy today cannot eat everything it cooks," the Czech economist and author Tomáš Sedlácek tells Jason Voss, CFA, in a recent Take 15 interview. "So the government has to consume in its stead."

How to Minimize and Respond to Cyber Risk

Thomas D. Giachetti offers advice on information security, including how best to protect client data and how to respond in the event of a breach.

How Confidence Affects Your Career in the Investment Industry

Confidence is not only important to your self-interest but also materially impacts whether you can serve your clients to the best of your ability.

Some Neuroeconomics Tips for Improving Investment Decision Making

What does the developing field of neuroeconomics have to offer investment professionals?

The State of Retirement Today

Planning for retirement is undoubtedly essential — and can quickly become complicated without the proper preparation. Michael Finke, professor and director of retirement planning at Texas Tech University, discussed the importance of longevity in retirement planning, the implications of cognitive decline, and the notion of an impending retirement crisis.

How to Talk to Millennials about Money

Patrick O’Shaughnessy, CFA, discusses how best to communicate with millennials when it comes to financial matters.

There’s Alpha in Your (Right) Brain

Modern investing is a numbers game, an analysis game, an equations and computers and data game. And so when CNBC reports that alpha is at a three-decade low, it… READ MORE ›

The 10 Most Popular Webcasts of 2014

From geopolitics and the financial crisis, to individual asset classes and portfolio management techniques, these 10 videos and webcasts offer a wide range of insights to think about as we start the new year.

Global Market Sentiment Survey: Asian Investors Concerned about Money Supply Contraction, Says Paul Smith, CFA

Paul Smith, CFA, managing director of the Asia-Pacific region at CFA Institute, discusses the 2015 Global Market Sentiment Survey with Channel NewsAsia.

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