Tag Archives: diversity

How Can Investment Firms Find their Way to Greatness?

The challenges facing investment professionals looking to build great firms are complex and intricate, but industry leaders agree that it is important to address the issues. Read More

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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 , , , , | Leave a 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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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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