The CFA Institute European Investment Conference is a focused, interactive conference for Europe’s leading investment professionals. The 2017 CFA Institute European Investment Conference will bring portfolio managers, analysts, chief investment officers, and CEOs together in Berlin on 16–17 November.
If you’re in the business of advising investment clients, Randy Cass, CFA, has some advice: You will become obsolete unless you figure out how to add value beyond client portfolio maintenance.
Cass is the founder of Nest Wealth, an independent digital wealth platform that is now the largest robo-adviser in Canada, and he sees a point in the near future where clients will be hard-pressed to know whether they are dealing with a human or a computer. Read More