CFA Institute

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3d
AllAfrica.com
Expert Warns of Uncertainties in the Regiona keynote speech at the launch of the Chartered Financial Analysts (CFA) Societ
Expert Warns of Uncertainties in the Region
AllAfrica.com / Posted 3 days ago
a keynote speech at the launch of the Chartered Financial Analysts (CFA) Society East Africa at Serena hotel on Tuesday. CFA institute is a global, non-profit member organization of financial analysts, portfolio managers, and other investment... Read more
4d
Market Watch
The fiduciary pickle: Why you may need a new adviser and how to find onework with before you make a hiring decision. I don't want to scare you into th
The fiduciary pickle: Why you may need a new adviser and how to find one
Market Watch / Posted 4 days ago
work with before you make a hiring decision. I don't want to scare you into thinking the fiduciary rule is bad. In truth, CFA Institute supports the rule because it helps put investors' interests first. If you are one of the people whose adviser... Read more
4d
Business Wire
CMG Capital Management Group Adopts Global Investment Performance Standards (“GIPS”) Verified By Ashland Partnersthe GIPS standard.” Currently, there are 1,405 firms worldwide that claim comp
CMG Capital Management Group Adopts Global Investment Performance Standards (“GIPS”) Verified By Ashland Partners
Business Wire / Posted 4 days ago
the GIPS standard.” Currently, there are 1,405 firms worldwide that claim compliance with GIPS standards, according to the CFA Institute. While all of these firms claim compliance, only a select number of those firms proceed with verification.... Read more
5d
The Globe and Mail
A new way to build a portfolioachieving your goals, which is how people intuitively define risk, writes Jean
A new way to build a portfolio
The Globe and Mail / Posted 5 days ago
achieving your goals, which is how people intuitively define risk, writes Jean L.P. Brunel in a 2012 paper published by the CFA Institute. Mr. Brunel is managing principal of Brunel Associates LLC and author of the 2015 book Goals-Based Wealth... Read more
5d
Business Wire
Cell Medica Expands Management Team with Experienced Pharmaceutical Executivesin Chemistry from Leibniz University of Hanover. He is a Chartered Financial An
Cell Medica Expands Management Team with Experienced Pharmaceutical Executives
Business Wire / Posted 5 days ago
in Chemistry from Leibniz University of Hanover. He is a Chartered Financial Analyst, a qualification he gained from the CFA Institute in the U.S. About Cell Medica Cell Medica is a cellular therapeutics company engaged in the development,... Read more
16d
The Globe and Mail
Business students grow more focused in their academic pursuitsteam from the University of Waterloo’s school of accounting and finance took th
Business students grow more focused in their academic pursuits
The Globe and Mail / Posted 16 days ago
team from the University of Waterloo’s school of accounting and finance took the $10,000 prize in the global final of the CFA Institute Research Challenge, held in Chicago. The win marks a first for a team from Canada in the 10-year history of... Read more
16d
TheStreet.com
Plantronics hearing a cause for continued investor concernsof its leadership. Even years after the financial crisis, many investors remai
Plantronics hearing a cause for continued investor concerns
TheStreet.com / Posted 16 days ago
of its leadership. Even years after the financial crisis, many investors remain distrustful of companies, according to the CFA Institute/Edelman Investor Trust Survey. The survey found that retail investors are less trusting of the industry (51%)... Read more
25d
WA Today
Robots may soon manage your superAccording to a new survey from the CFA Institute, Wall Street is getting a bit
Robots may soon manage your super
WA Today / Posted 25 days ago
According to a new survey from the CFA Institute, Wall Street is getting a bit worried about fintech replacing its jobs. So are money managers around the world. The majority of respondents in the survey, which included more than 3000 chartered... Read more
6 related stories
25d
Sydney Morning Herald
Robots may soon manage your superFinancial advice - from a robot? According to a new survey from the CFA Instit
Robots may soon manage your super
Sydney Morning Herald / Posted 25 days ago
Financial advice - from a robot? According to a new survey from the CFA Institute, Wall Street is getting a bit worried about fintech replacing its jobs. So are money managers around the world. The majority of respondents in the survey, which... Read more
6 related stories
25d
Canberra Times
Robots may soon manage your superAccording to a new survey from the CFA Institute, Wall Street is getting a bit
Robots may soon manage your super
Canberra Times / Posted 25 days ago
According to a new survey from the CFA Institute, Wall Street is getting a bit worried about fintech replacing its jobs. So are money managers around the world. The majority of respondents in the survey, which included more than 3000 chartered... Read more
6 related stories
25d
Brisbane Times
Robots may soon manage your superAccording to a new survey from the CFA Institute, Wall Street is getting a bit
Robots may soon manage your super
Brisbane Times / Posted 25 days ago
According to a new survey from the CFA Institute, Wall Street is getting a bit worried about fintech replacing its jobs. So are money managers around the world. The majority of respondents in the survey, which included more than 3000 chartered... Read more
6 related stories
25d
Money Management
New APAC head for CFA InstituteThe CFA Institute has appointed former Royal Bank of Scotland Coutts division c
New APAC head for CFA Institute
Money Management / Posted 25 days ago
The CFA Institute has appointed former Royal Bank of Scotland Coutts division chief executive, Nick Pollard, as managing director of the CFA Institute Asia Pacific. Announcing the appointment, the institute said Pollard will be based in Hong Kong... Read more
25d
The Age
Robots may soon manage your superMoney managers around the world are starting to fear the machine. Photo: Suppli
Robots may soon manage your super
The Age / Posted 25 days ago
Money managers around the world are starting to fear the machine. Photo: Supplied According to a new survey from the CFA Institute, Wall Street is getting a bit worried about fintech replacing its jobs. So are money managers around the world. The... Read more
6 related stories
25d
Financial Planning.com
Advisers now concerned about the advice robos provide: CFA Instituteagencies regarding the use of robos and their ability to be fiduciaries, 47% of
Advisers now concerned about the advice robos provide: CFA Institute
Financial Planning.com / Posted 25 days ago
agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38%... Read more
6 related stories
25d
Financial Planning.com
CFA Institute: Advisers now concerned about the advice robos provideagencies regarding the use of robos and their ability to be fiduciaries, 47% of
CFA Institute: Advisers now concerned about the advice robos provide
Financial Planning.com / Posted 25 days ago
agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38%... Read more
6 related stories
29d
The Economic Times
Housing.com appoints Dilip Tuli as Senior VPwho graduated from the Shri Ram College of Commerce, Delhi University, is a cha
Housing.com appoints Dilip Tuli as Senior VP
The Economic Times / Posted 29 days ago
who graduated from the Shri Ram College of Commerce, Delhi University, is a chartered accountant and a CFA Charter from CFA Institute. He has nearly 15 years of consulting experience of working across many different businesses. Jason Kothari,... Read more

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