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CFA Institute

Live from Davos: Q&A with CFA Institute CEO and President Paul Smith on Engaging Over the Big Questions of Our Age

Jennifer Risi | Posted 01.21.2017 | World
Jennifer Risi

From January 16, 2017 through January 19, 2017, I attended the World Economic Forum (WEF) in Davos, Switzerland. The theme was "Responsive and Respon...

The CFA Is a Scam

Lewis Krell | Posted 06.02.2016 | Business
Lewis Krell

This coming Saturday, well over 100,000 hopeful and aspiring financiers will sit down in desks all across the world and attempt to pass one of the three levels of the Chartered Financial Analyst (CFA) exam.

There Is a Future of Finance (And It's Called Fiduciary Capitalism)

John D. Rogers | Posted 07.16.2014 | Business
John D. Rogers

Fiduciary capitalism is well-situated to take on a leadership role for three major reasons: size, technology, and the priorities of major institutional investors. The top 1,000 such fiduciaries worldwide account for $25 trillion, which is more than half the world's equity market value.

Taming the Wolves of Wall Street

John D. Rogers | Posted 04.02.2014 | Business
John D. Rogers

It's no wonder that our propensity to cut corners is heavily influenced by our environment and peers.

Investors Cheer for More Enforcement

John D. Rogers | Posted 01.23.2014 | Business
John D. Rogers

Five years on, there is still plenty of public resentment for the lack of visible enforcement actions dating back to the crisis. But lately, U.S. regulators have been flexing their muscles with a more pointed and aggressive approach to finding and punishing miscreants.

Do You Trust Your Financial Advisor?

John D. Rogers | Posted 10.20.2013 | Business
John D. Rogers

To build an enduring investment business takes more than brains and toughness. Success starts with values that clients care about most -- starting with trust.

Building a More Trustworthy Financial Industry That Better Serves Society

John D. Rogers | Posted 08.19.2013 | Business
John D. Rogers

Markets around the world are beginning to recover from the financial crisis, for which we can all be thankful, but now is not the time to count our bonuses and pat ourselves on the back.