Author Archives: Tom Brakke, CFA

Tom Brakke, CFA, helps investment firms and the buyers of their services to improve decision processes and effectively communicate their ideas internally and externally. At times during his career, Tom has been an analyst, portfolio manager, director of research, creator of investment products, professor, and consultant (including for the Global Research Analyst Settlement). Brakker writes extensively about the business on his blog about the research puzzle and his newsletter, The Prudent Fiduciary Digest.

Disruption and Differentiation

Most asset management organizations take risks in the market, but Tom Brakke, CFA, says that taking risks in other ways will be necessary to survive the disruption ahead. Read More

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