News, Comment & Analysis results for The CFA Institute

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works....

People Moves
9 September 2025

Franklin Templeton Names New CCO

California-headquartered investment manager Franklin Templeton is setting corporate strategy and...

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...

Technology
29 March 2023

Class Is In Session: CFA Institute Launches AI Handbook

A sign of how big a deal "AI" is today is that one of the world's main organisations for...

Comment & Analysis results for The CFA Institute