Category Archives: Leadership, Management & Communication Skills

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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Investing with Grit

Grit, as identified by Daniel Goleman, could produce better outcomes for analyst recommendations, portfolio managers, and interactions between members of investment committees. Read More

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Paul Smith, CFA, to the Industry: “We Need to Hire and Promote More Women”

Having more women represented in the industry, and not just when they are in their early careers, is ultimately good for the end investor. Read More

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Flex Strategies for Communicating in a Global Workforce

Jane Hyun, an executive coach, discusses the ways finance professionals can flex their styles to develop and demonstrate cultural fluency. Read More

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Identify, Pay Attention, and Participate: How to Network at Professional Events

Many people find it daunting to make professional connections at a conference, but there are ways to make it easier and less intimidating. Read More

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