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 […]
Guest post: "Correct Grammar Errors in Your Writing Quickly and Easily "
Adults often struggle to improve their writing skills. That’s why I’ve become a fan of the teaching techniques of @LindaAragoni. In this article, Linda shares a technique for cutting the number of grammar errors in your written communications. Correct Grammar Errors in Your Writing Quickly and Easily By Linda Aragoni Do you have trouble correcting […]
Top four email mistakes to avoid when you have a referral
You’ve probably used a referral to ask a stranger for an informational interview or a chance to talk about your business. If you make your initial contact by email, please avoid the following common mistakes: Burying the name of your mutual acquaintance in the body of your email Not making it clear immediately what you’re […]
Hear Roger Ibbotson on asset allocation for free on May 27, thanks to CFA Institute
Roger Ibbotson will speak about “The Importance of Asset Allocation” in a live audio webcast on May 27 at 1:00 p.m. EDT. You can register on the CFA Institute’s website. This event is free, even to non-members of the CFA Institute. If you read “Roger Ibbotson attacks asset allocation ‘folklore,’ ” you know I think […]
Morgan Creek Capital’s Yusko riles up Tweeters with comments on investment fees
Mark Yusko, CEO and chief investment officer of Morgan Creek Capital, got off easy when he spoke to the annual meeting of the Financial Planning Association of Massachusetts (FPAMA) last week. Nobody at the FPAMA questioned Yusko’s opinions about investment management fees. But plenty of my Twitter followers took issue with Yusko. Still, nobody’s saying […]