CFA Institute

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1d
The Globe and Mail
Financial services industry aiming to buff profile of CFA designationFor the CFA Institute, the string of letters that follow a financial adviser’s
Financial services industry aiming to buff profile of CFA designation
The Globe and Mail / Posted yesterday
For the CFA Institute, the string of letters that follow a financial adviser’s name are critical. The challenge is convincing investors to care. The not-for-profit industry group that bestows the chartered financial analyst (CFA) designation is... Read more
4d
Market Watch
Does the United States have an ideal retirement system?Does the current retirement system in the United States help retirees amass eno
Does the United States have an ideal retirement system?
Market Watch / Posted 4 days ago
Does the current retirement system in the United States help retirees amass enough assets to live off of for 20–30 years of retirement, or are its requirements and constraints hindering people from saving and investing effectively? In a recent... Read more
8d
Morningstar
China’s Currency DevaluationThe most significant results of the yuan devaluation may be related to commodit
China’s Currency Devaluation
Morningstar / Posted 8 days ago
The most significant results of the yuan devaluation may be related to commodities and some of China’s trading partners, as the knock-on effects from lower Chinese demand may continue to hurt certain emerging-market countries—where less demand for... Read more
8d
Investopedia
Asset Manager Ethics: DisclosuresIf one thing is evident from the numerous corporate scandals seen over the past
Asset Manager Ethics: Disclosures
Investopedia / Posted 8 days ago
If one thing is evident from the numerous corporate scandals seen over the past several decades, from Enron to WorldCom, one glaring deficiency in the accounting practice is the level and use of disclosures. Sure annual and quarterly reports are... Read more
8d
Black Press USA
Scary Market, Yes, but Keep Cool, Investors Robert Powell, USA TODAY (USA Today) — Don’t panic. Yes, the stock market is
Scary Market, Yes, but Keep Cool, Investors
Black Press USA / Posted 8 days ago
Robert Powell, USA TODAY (USA Today) — Don’t panic. Yes, the stock market is in a free fall with no end in sight. But now would not be the time to head for the exit doors, say experts. “Regular folks... Read more
10d
Elmira Star-Gazette
Scary market, yes, but keep cool, investorsDon't panic. Yes, the stock market is in a free fall with no end in sight. But
Scary market, yes, but keep cool, investors
Elmira Star-Gazette / Posted 10 days ago
Don't panic. Yes, the stock market is in a free fall with no end in sight. But now would not be the time to head for the exit doors, say experts. "Regular folks should take on a long-term view and avoid trying to anticipate short-term market... Read more
11d
Mississippi Business Journal
Mississippi Council on Economic Education elects new boardThe Mississippi Council on Economic Education announces the three have been ele
Mississippi Council on Economic Education elects new board
Mississippi Business Journal / Posted 11 days ago
The Mississippi Council on Economic Education announces the three have been elected to serve on the Board of Directors for a three year term effective July 30. Greg Frascogna is the Senior Vice President and Branch Manager at Stephens Inc. Frascogna... Read more
2 related stories
15d
Business Insurance
DOL moving forward on retirement investment advice fiduciary ruleLabor Department officials are determined to produce a new standard of fiduciar
DOL moving forward on retirement investment advice fiduciary rule
Business Insurance / Posted 15 days ago
Labor Department officials are determined to produce a new standard of fiduciary duty for anyone giving retirement investment advice, once they process concerns raised in thousands of comment letters and four days of hearings on their proposal. “We... Read more
2 related stories
15d
Business Insurance
DOL moving forward on retirement investment advice fiduciary ruleLabor Department officials are determined to produce a new standard of fiduciar
DOL moving forward on retirement investment advice fiduciary rule
Business Insurance / Posted 15 days ago
Labor Department officials are determined to produce a new standard of fiduciary duty for anyone giving retirement investment advice, once they process concerns raised in thousands of comment letters and four days of hearings on their proposal. “We... Read more
2 related stories
15d
Business Wire
Almost Three Quarters of Investment Professionals Use Environmental, Social & Governance Information When Making Investment DecisionsNEW YORK--(BUSINESS WIRE)--Almost three-quarters of investment professionals wo
Almost Three Quarters of Investment Professionals Use Environmental, Social & Governance Information When Making Investment Decisions
Business Wire / Posted 15 days ago
NEW YORK--(BUSINESS WIRE)--Almost three-quarters of investment professionals worldwide (73 percent) take environmental, social, and corporate governance (ESG) issues into consideration in the investment process, according to the CFA Institute ESG... Read more
20d
Philly.com
Prayers for, and questions about, pastor indicted in stock-trading schemeErin E. Arvedlund, Inquirer Staff Writer Posted: Wednesday, August 12, 2015, 6:
Prayers for, and questions about, pastor indicted in stock-trading scheme
Philly.com / Posted 20 days ago
Erin E. Arvedlund, Inquirer Staff Writer Posted: Wednesday, August 12, 2015, 6:54 PM On Wednesday, Korchevsky, who also worked as a money manager and financial adviser, was being held at the Federal Detention Center in Center City, according to his... Read more
20d
Business Standard India
India has third largest number of CFA Level I, II and III June 2015 exam takersCFA Institute, the global association of investment professionals, announces th
India has third largest number of CFA Level I, II and III June 2015 exam takers
Business Standard India / Posted 20 days ago
CFA Institute, the global association of investment professionals, announces that of the 125,443 candidates who sat for CFA Level I, II and III June 2015 exams globally, 10,651 were from India, the third largest number of exam takers after the United... Read more
28d
Morningstar
Are Consultants Hampering Active Management?The article itself, however, is lucid. Jason Voss, a former portfolio manager
Are Consultants Hampering Active Management?
Morningstar / Posted 28 days ago
The article itself, however, is lucid. Jason Voss, a former portfolio manager who now works for the CFA Institute (the research affiliate of the organization that runs the Chartered Financial Analyst program), writes that active investment managers... Read more

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