News, Comment & Analysis results for CFA Institute

Practice Strategies
10 October 2024

Summary Of Wealth Management-Related MBAs, Post-Graduate Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

People Moves
7 May 2024

Who's Moving Where In Wealth Management? – Value Partners, Charles River, M&G

The latest senior moves, appointments and changes in the Asia-Pacific wealth management sector. ...

Asset Management
4 April 2024

"Ensemble" Investment Approach Proves Its Value – White Paper

The "ensemble" approach to finding highest-conviction stock picks from top-class managers, and then...

Alt Investments
18 September 2023

CFA Institute Launches Private Markets, Alternative Investments Certificate

The courses and research that the Institute provides can be a barometer for the issues in play in...

People Moves
23 August 2023

Who's Moving Where In Wealth Management? – GuarantCo, BMS Group

The latest moves and appointments for senior roles for Asia-Pacific wealth management. ...

Technology
28 July 2023

Investment Industry Feels No Love For Central Bank Digital Currencies

There has been a steady rise in commentary about CBDCs in recent years. They worry that privacy...

Technology
26 July 2023

Vontobel Expands Use Of AI

The role of a wealth manager and private banker is changing – artificial intelligence is a part...

White Papers
14 July 2023

Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS

As debate continues as to what AI means for global economics and investment, the world's largest...

White Papers
2 June 2023

How A Day In The Life Of A Wealth Manager Changes With AI

This story forms part of a wider narrative on the type of skills and characteristics that wealth...

Surveys
26 May 2023

Gen Z Investing Early – Survey

CFA Institute, a global organisation of investment professionals, and the FINRA Foundation, a...

Comment & Analysis results for CFA Institute

Strategy
12 May 2015

EXCLUSIVE INTERVIEW: CFA Institute Seeks To Meet Asia's Wealth Management Talent Challenge

The head of the CFA Institute says Asia has a serious shortage of wealth management talent. Firms -...