CFA Institute

• Build Your Own Buzz

  By James J. Green, AdvisorOne  |  May 22, 2012

  “Why,” asked a noted advisor, “is there not more of a buzz about these regulatory changes that will affect all our lives?”

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  Dementia and Due Diligence: Why Clients’ Cognitive Function Is Your Concern

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 26, 2012

  It’s never an easy topic to bring up and one that most financial advisors would probably say has little, if anything, to do with them.

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  New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2012

  This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

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  Wharton Professor Gives Advisory Model Radical Makeover

  By Gil Weinreich, AdvisorOne  |  February 27, 2012

  Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.

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  New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient

  By Marlene Y. Satter, AdvisorOne  |  February 22, 2012

  This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

• Record Number of CFA Candidates

  By Robert F. Keane  |  May 13, 2009

  Despite the global economic downturn, a record number - 128,600 individuals from 154 countries - of serious investment professionals have enrolled for the June 2009...

• Levitt and Donaldson Head Investor's Rights Task Force

  By Nancy R. Mandell  |  March 2, 2009

  A non-partisan task force composed of financial industry experts and co-chaired by two former SEC chairmen has been assembled to stress the "primacy of investor interest" in the expected regulatory reforms to the U.S. financial markets.