R Koo, "Lessons from Japan: Fighting a Balance Sheet Recession" at #CFA2010
Lessons from Japan? What lessons can we learn from Japan? They did everything wrong, didn’t they? The questions above are the reactions that Richard Koo, chief economist of the Nomura Research Institute and author of The Holy Grail of Macroeconomics: Lessons from Japan’s Great Recession often gets when he presents on “Lessons from Japan: Fighting […]
Can you help with my Facebook dilemma?
Dilemma: I feel as if I need to change my Facebook (FB) strategy. I currently use it to hang out with family, friends, and fellow writers. I’m sitting on two FB friend requests from people who feel like friends, but they are also in my business. Another source of pressure: I need to become a […]
If you enjoy my #CFA2010 tweets…
…you may also enjoy my free monthly e-newsletter with practical tips for your client communications. You’ll also find at least one investment or wealth management article. I often report on presentations to the Boston Security Analysts Society, so you know you’ll see topics of interest to CFA charterholders. Topics in the May 2010 issue included […]
GMO’s Jeremy Grantham on "The Ethical Hole In Finance" at #CFA2010
I think the financial industry has lost its way and become a rogue industry. It’s out of control. These are the comments with which Jeremy Grantham, co-founder and chief strategist of GMO opened “The Ethical Hole in Finance” part of his presentation to the CFA Institute’s annual conference on May 17. Grantham criticized the decline […]
Dan Ariely says disclosure may hurt investors: Report from his #CFA2010 talk — #CFA2010
Most investment professionals, including CFA charterholders, figure that more disclosure about financial advisors’ conflicts of interest will help investors. Not so, said Dan Ariely, author of Predictably Irrational, to the CFA Institute’s annual conference on May 16. In fact, disclosure may not improve investors’ decisions.Two countervailing forces apply when a financial advisor reveals conflicts of […]