Tag Archives: Future of Finance
Five Themes Shaping the Future for Financial Professionals
Virginie Maisonneuve, CFA, sees an explosive combination of forces at work on the investment industry, and has ideas for addressing them. Read More
Gleanings from Brexit: Recommended Links
A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy. Read More
Building a Valued Service Culture in Investment Management
Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More
Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy
If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on. Read More
Investment Professionals: How Socially Useful Are You?
To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey. Read More
John Rogers: We Need to Seek a Sustainable Place for the Future of Finance
The president and CEO of CFA Institute opened the Fifth Annual European Investment Conference by calling on investment professionals to think about a sustainable way forward and how to rebuild trust in the industry. Read More
