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...

Client Affairs
28 September 2020

CFA Ups Ante On Integrating Climate Risk

Financial professionals need the best tools and training for climate change analysis says a new...

Surveys
8 June 2020

Financial Industry Professionals Brace For Jobs Shakeup Post-Pandemic

A global study probed the attitudes of thousands of CFA charterholders around the world about their...

Practice Strategies
27 March 2020

Why Behavioural Finance Matters For Wealth Managers

This publication is looking at behavioural finance and what it means for wealth management in a...

Asset Management
7 January 2020

What's New In Investments, Funds? - DBS, MSCI

The latest news in funds and investments from across Asia. ...

Comment & Analysis results for The CFA Institute

Strategy
12 May 2015

EXCLUSIVE INTERVIEW: CFA Institute Seeks To Meet Asia's Wealth Management Talent Challenge

The head of the CFA Institute says Asia has a serious shortage of wealth management talent. Firms -...