Monthly Archives: May 2017

Paul Smith, CFA: Reasons to Believe

Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.” Read More

Posted in Economics, Leadership, Management & Communication Skills, News, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , | 1 Comment

Is Your Gray Rhino Plan in Place?

“The most obvious thing is what escapes us,” says author Michele Wucker. Her advice to financial professionals? Identify and plan for the obvious gray rhinos. Read More

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Lie Detection in a Post-Truth World

“Everybody knows we are in a post-truth world,” deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. “People will tell you anything.” So what are the verbal and nonverbal clues indicating someone might be deceiving us? Read More

Posted in Behavioral Finance, Investment Topics, Speakers | Tagged , , , | Leave a comment

Complementing #CFAedge Sessions: Student Networking and Social Opportunities

Personal connections made by #CFAedge delegates outside of conference sessions can be just as valuable as the investment perspectives shared by established luminaries and influential practitioners. Read More

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