News, Comment & Analysis results for CFA Institute

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works....

People Moves
9 September 2025

Franklin Templeton Names New CCO

California-headquartered investment manager Franklin Templeton is setting corporate strategy and...

Practice Strategies
10 October 2024

Summary Of Wealth Management-Related MBAs, Post-Graduate Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

People Moves
7 May 2024

Who's Moving Where In Wealth Management? – Value Partners, Charles River, M&G

The latest senior moves, appointments and changes in the Asia-Pacific wealth management sector. ...

Asset Management
4 April 2024

"Ensemble" Investment Approach Proves Its Value – White Paper

The "ensemble" approach to finding highest-conviction stock picks from top-class managers, and then...

Alt Investments
18 September 2023

CFA Institute Launches Private Markets, Alternative Investments Certificate

The courses and research that the Institute provides can be a barometer for the issues in play in...

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...

Comment & Analysis results for CFA Institute