Social Media Ideas for Cfa Institute Contributors

Opening Public Markets Without Lowering The Bar

SEBI registration among finfluencers triples, but one in three still give stock tips

CFA Institute study finds 37.5 per cent fail to disclose conflicts of interest

3 types of social capital behind financial advisor success

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Analyst Connect July 2026: Portfolio Strategy Guidelines

Investment Week presents: Investment Edge A new CPD platform for financial professionals

FP's July continuing education quiz open for financial advisors

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.

SIMA urges CIRO to simplify continuing education for advisors

SIMA's July 2026 submission calls for CERTS as the prescribed reporting system and individual-level CE accountability

Regulation lags rising private credit risks as retail access widens

New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients

Wealth Management CTO Think Tank: Strategic Insights for Wealth Technology Leaders

CFA: Regulation faces 'structural lag' as private credit expands into retail markets

The CFA Institute has called on policymakers to strengthen investor protections and regulatory oversight amid private credit’s expansion into retail markets.

CIRO imposes over $15 million in sanctions but collects a fraction from barred advisors

Firms paid full penalties while individuals cleared just 18 percent of what panels ordered

CFA Institute maps how AI could rewire capital markets

New framework warns converging AI models may erode the diversity markets lean on for resilience

SEC Staff Issues New CFIs Concerning Schedule 13G Eligibility

Zell Education Provides 7 Industry-Focused Alongside Its CFA Programme

New Delhi [India], August 19: What if a finance student could graduate with more than just CFA exam prep? With the growing need for technical skills along with professional qualifi...

Why one dealer builds its own evidence-based investment tools

Deputy CIO explains how evidence-based investing can drive better achievement of outcomes

People Moves: RIA Fidelis Capital Adds Bank of America Equity Strategist as Partner

Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.

CFA Institute unveils framework to help advisers navigate AI-driven market upheaval

New research series maps four possible futures as AI reshapes how capital markets function

How CG Wealth Management's new CIO sees income fitting in client portfolios

Ben Fawcett outlines his approach to a perennial focus for asset managers as it evolves

SEC Staff Issues Helpful CFIs Clarifying Beneficial Ownership Implications of Cash-Settled Equity Total Return Swaps

Adjusted for Risk: Why Insider 'Skin in the Game' May Beat the S&P 500

Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.

Goldman Sachs International Small Cap Insights Fund Q2 2026 Commentary

The Market's Compass Emerging Markets Country ETF Study

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Earn credit and sharpen skills with FP's August CE quiz

Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain prof...

Financial Planning Fraternity Gains Traction

Mu Nu Upsilon has grown to over 70 members and two chapters, with 22 students landing wealth management internships last summer.