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News, Comment & Analysis results for The CFA Institute

People Moves
23 August 2023

Who's Moving Where In Wealth Management? – GuarantCo, BMS Group

The latest moves and appointments for senior roles for Asia-Pacific wealth management. ...

Technology
28 July 2023

Investment Industry Feels No Love For Central Bank Digital Currencies

There has been a steady rise in commentary about CBDCs in recent years. They worry that privacy...

Technology
26 July 2023

Vontobel Expands Use Of AI

The role of a wealth manager and private banker is changing – artificial intelligence is a part...

White Papers
14 July 2023

Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS

As debate continues as to what AI means for global economics and investment, the world's largest...

White Papers
2 June 2023

How A Day In The Life Of A Wealth Manager Changes With AI

This story forms part of a wider narrative on the type of skills and characteristics that wealth...

Technology
29 March 2023

Class Is In Session: CFA Institute Launches AI Handbook

A sign of how big a deal "AI" is today is that one of the world's main organisations for...

Comment & Analysis results for The CFA Institute

Award Winners

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Lombard Odier Takes Some Risks Off The Table

FROM THE EDITOR'S CHAIR: Robust Banks, Fast-Moving AI, Private Market Hype, And More

Wealth Managers React After EU And US Reach Trade Deal

What's New In Investments, Funds? – Samty Holdings, FCP

HSBC Opens New Health, Wellness Centre In Singapore Wealth Hub

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Microsoft, FNZ Enter Five-Year Strategic Pact

Hedge Fund Assets Hit Record High In H1 2025

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