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 […]
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 […]