CFA Institute articles over last 30 days

- articles last 30 days - articles per day
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2015/07/30 00:06
2015/07/30 00:06
3d
Q I am looking for a financial adviser and have noticed they have a variety of designations after their names, such as CFP, ChFC, CPA, EA, MBA and CIMA. What do they all mean? A When selecting a...
2015/07/30 00:06
2015/07/30 00:06
Latest videos
2015/07/29 21:44
2015/07/29 21:44
3d
Recent trends in fair value measurement for financial reporting are changing the valuation profession in a variety of ways. These trends include: CONCERNS BY REGULATORS In a 2011 speech to an...
2015/07/29 16:36
2015/07/29 16:36
3d
Corporate earnings seem to be doing better in the June-ending quarter than were projected several weeks ago, though that’s not saying much. The good news is that earnings are climbing steadily out of...
2015/07/29 14:18
2015/07/29 14:18
3d
Managing finances as a couple is a part of marriage, but when it comes to marital money, financial infidelity is just as damaging to the relationship as sexual infidelity. And financial infidelity...
2015/07/27 13:17
2015/07/27 13:17
5d
Managing finances as a couple is a part of marriage, but when it comes to marital money, financial infidelity is just as damaging to the relationship as sexual infidelity. And financial infidelity...
2015/07/26 14:18
2015/07/26 14:18
6d
What does it mean to learn from history and can it make you a better investment professional? Economic and financial history have been experiencing a “revival” in the aftermath of the global...
2015/07/23 16:42
2015/07/23 16:42
9d
Wallace (Wally) Forbes, CFA, was President of the Forbes Investors Advisory Institute (FIAI) from 1993 through 2014, the division of Forbes Media that publishes the Forbes Special Situation Survey,...
2015/07/22 18:19
2015/07/22 18:19
10d
Comment letters on the U.S. Department of Labor's proposed fiduciary rule poured in Tuesday, the last day of the comment period, with many groups representing retirement plan investment and service...
2015/07/21 23:13
2015/07/21 23:13
11d
As the economic woes of Greece and China bubbled to the surface and tugged at the stock market in the last couple of weeks, investors might have thought: Not again! But a more appropriate response...
2015/07/17 17:30
2015/07/17 17:30
15d
ClarkHoward.com When Leslie Tayne turned 40, her retirement savings, like those of many Americans, were nonexistent. Tayne, founder of New York City-based law firm Tayne Law Group, says that when...
2015/07/17 16:49
2015/07/17 16:49
15d
... are constantly in a state of uncertainty and flux, and money is made by discounting the obvious and betting on the unexpected." - George Soros We just saw one of the most incredible rallies...
2015/07/14 15:42
2015/07/14 15:42
18d
Wallace (Wally) Forbes, CFA, was President of the Forbes Investors Advisory Institute (FIAI) from 1993 through 2014, the division of Forbes Media that publishes the Forbes Special Situation Survey,...
2015/07/14 09:49
2015/07/14 09:49
18d
If you haven't done an adequate job of reviewing your adviser's academic history, experience, and investment acumen, you may end up with an adviser with a TBL credential. TBL is short for trouble,...
2015/07/14 04:09
2015/07/14 04:09
19d
In a wide-ranging discussion with CFA Institute Magazine, Kumar-Sinha explains why she expects India to accelerate ahead of China over the next decade, the progress of economic and financial reforms...
2015/07/11 01:12
2015/07/11 01:12
22d
And yet, when the dust had settled, it had remarkably little impact. The situation would be very different were the same thing to happen in London again, as it last did back in 2011. As Dave Nadig,...
2015/07/10 20:17
2015/07/10 20:17
22d
Divorce is about severing ties and starting over, at the same time. Having a financial plan can help secure your future and give you peace of mind, but this process isn’t without its...
2015/07/09 02:17
2015/07/09 02:17
24d
CHARLOTTE, N.C.--(BUSINESS WIRE)--W. Reid Culp, III, president of TAGStone Capital, Inc. in Charlotte, NC, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter,...
2015/07/08 10:18
2015/07/08 10:18
24d
NEW YORK--(BUSINESS WIRE)--In an era of an aging population and increased attention on retirement systems around the world, CFA Institute, the global association of investment management...
2015/07/06 19:17
2015/07/06 19:17
26d
MINNEAPOLIS--(BUSINESS WIRE)--The CFA Society of Minnesota announced today that Dr. Kei-Mu Yi, special policy adviser to the president of the Federal Reserve Bank of Minneapolis, will be the featured...
2015/07/06 16:33
2015/07/06 16:33
26d
Greg Miller, vice president, PMO, SMO, sourcing, service operations support at CareFirst BCBS, was elected to the National Kidney Foundation of Maryland board of directors. The 25-year executive...
2015/07/30 00:06
2015/07/30 00:06
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