Brokers, CFA charterholders, and fiduciary duty: Charterholders are not always fiduciaries

CFA charterholders have strong feelings about fiduciary duty.…

Poll: Is the SEC’s plain language requirement for Form ADV Part 2 a good idea?

SEC-registered advisors must rewrite Part 2 of their Form ADV…

Reader challenge: What’s the writing lesson from Physicians Mutual?

You’re getting smarter about writing investment and financial…

Do the robin, the reindeer, and the building sing the same song?

Your title, headings, and topics should all send the same message…

LinkedIn’s fatal flaw for financial advisor compliance

LinkedIn has a whopping flaw for advisors who’d like to keep…

Notable quotes from the CFA Institute’s emerging markets conference

So many great emerging markets presentations, so little time…

Bubble? — Emerging markets scrutinized by CFA Institute conference

Is now a good time to invest in emerging markets? The answer…

Cautious optimism on emerging market stocks from SSgA’s Hoguet

Emerging markets have been hot enough that the CFA Institute…

ISI’s Straszheim: China’s interest rate hike is “tapping the brakes”

"China raised interest rates and everybody is all upset about…

Guest post: “Investment analysts and social media”

Pat Allen of RockTheBoatMarketing is one of my "go to" people…

Guest post: “What’s a tomato got to do with getting your fund discovered?”

Mutual fund marketing is the focus of this week's guest post…

Six tips for snaring reporters with your market commentary

Chief investment officers, strategists, and portfolio managers…

Lessons from “Presentation Skills for Investment Professionals”

You can never learn too much about how to give an effective presentation,…

Poll: Would you like to change my e-newsletter?

As a reader of my e-newsletters, you’ve probably got an opinion…

Blogging buddies: Financial bloggers’ secret weapons

A blogging buddy could save your blog. You probably know…

Guest post: “Would you like to know how financial advisors are choosing products?”

Investment marketers want to know what's driving financial advisor…

Four lessons from Wasatch Funds on reporting underperformance

Have you ever struggled to report your investment strategy's…

Effective writing and blogging is faster with a plan

Effective writing takes time. This is true even for short pieces…

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