Category Archives: Leadership, Management & Communication Skills

Paul Smith, CFA: Reasons to Believe

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

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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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Firm Commitment

Do you have the right stuff to start your own investment firm? Read More

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Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

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Career Management: Adapting for the Future

If you knew with certainty that you would live to be 100, how would that impact how you think about your career? Tracey Wilen says you should plan with that eventuality in mind and offered several important pointers to consider as you go about preparing for it. Read More

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Daniel Goleman: Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others, says Daniel Goleman. Read More

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Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there. Read More

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Success = Analysis + Communication

Well-known investment blogger Tom Brakke, CFA, of The Research Puzzle-fame, believes that good communication is the undiscovered country when it comes to the ultimate success of the industry. Read More

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Mindfulness in the Age of Disruption

“It’s very easy for many of us to feel out of control,” said mindfulness expert Jeremy Hunter. “We live too much on gas pedal, too much on brake.” But there is a way to get back to what Hunter calls our “zone of resilience — a capacity to be calm.” The key to doing that is the practice of mindfulness. 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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