Author Archives: Cheryl L. Evans

Cheryl L. Evans, J.D., LL.M., is a director in Educational Events and Programs at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute. Prior to joining CFA Institute, she held various legal positions, including: Senior Counsel at the U.S. Securities and Exchange Commission; Trial Attorney at the U.S. Department of Justice; and Special Assistant U.S. Attorney in the Eastern District of Virginia, handling criminal matters, among others positions. She holds Bachelor of Arts, Juris Doctor, and Master of Laws degrees.

Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship. Read More

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The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations. Read More

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Karen Firestone on Taking the Right Risks

By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More

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Five Essential Issues for Financial Professionals in the Year Ahead

New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms. Read More

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