The CFA Institute’s heritage has long been with institutional equity portfolio managers. But the profile of the CFA’s member base is changing. Today, 40 percent of its members globally and 44 percent of members in the Americas are...

Democracy at work. | Copyright Andrew Burton, Getty Images Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...

IMF report sees risk of sharp declines in equity, house prices

(Bloomberg) -- Daniel Tully, a former Merrill Lynch & Co. chairman and chief executive officer who spoke out as both critic and cheerleader as the firm tried to weather the 2008 mortgage crisis, has died. He was 84...

Not going away. Robo advice, often spoken of as a tool only suitable for the mass affluent, is gaining popularity among high-net-worth investors. According to a report by Swiss research company MyPrivateBanking, 70 percent of wealthy investors...

What's old is new again. Patrick Campion is returning to Deutsche Bank. Campion has been named Head of Wealth Management in the Americas, reporting to Fabrizio Campelli, global head of Deutsche Bank Wealth Management. Campion previously worked...

(Bloomberg) -- U.S. Supreme Court nominee Merrick Garland disqualified himself for financial reasons from 66 cases that came before him as an appellate judge, stepping aside in clashes involving climate change and mutual funds...

David Rubenstein, founder of private equity giant The Carlyle Group, grew up in a modest home in Baltimore. His father was a postal worker and his mother was a homemaker. Now Rubenstein is worth a reported $2.8 billion. How did he get there...

Would you like some investment advice with those fries? | Copyright Tim Boyle, Getty Images The Securities and Exchange Commission’s database of investment advisor representatives reveals the work history of financial advisors, regardless of i...

(Bloomberg) -- Hillary Clinton praises Obamacare. Donald Trump calls it a disaster. She’s deliberate. He’s an improviser. Their investment strategies diverge as well...