Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant, say Sloane Ortel, Paul Kovarsky, CFA, and Antonella Puca, CFA, CIPM.
Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.
Switzerland will vote on a measure to end fractional reserve banking in 2018. Known as the Vollgeld, or “Full Money,” Initiative, this proposal could transform modern finance as we know it. Jason Voss, CFA, curates a helpful reading list.
The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
Pedro Barroso and his colleagues have studied the studied the time-varying volatility of momentum. among other equity factors, and its usefulness in managing exposure to momentum and its crashes.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
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