Latest News

<!-- Google tag (gtag.js) --> <script async src="https://www.googletagmanager.com/gtag/js?id=G-5ZD09HLC84"></script> <script> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'G-5ZD09HLC84'); </script>

  • Blog Entry

    Global Wealth Management Summit 5 - 6 November 2025 In-Person & Digital | London The Financial Times’ Global Wealth Management Summit will convene private banks, family offices and wealth managers will tackle operational issues for business leaders, investment approaches amid geopolitical realignment, and product development ...read more

  • Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute will host a Q&A webinar on the CFA Program. The full live hour will be devoted to YOUR questions. Are you considering the CFA Program, but not sure which career path is right for you? Are you already a candidate and have questions about the exam day? Need study ...read more

  • This year,   Global Ethics Day   will take place on   October 15, 2025 , with the theme of   #EthicsReenvisioned . Established by Carnegie Council in 2014, Global Ethics Day is an annual moment for individuals and organizations to explore their values and the principles that shape ethical decision-making. Since ...read more

  • Navigating the SEC Marketing Rule can be challenging. CFA Institute is hosting a webinar with Dechert LLP to address common pitfalls and share best practices.  Experts will cover: Predecessor performance  Carve-outs and extracted performance  The Marketing Rule FAQ on extracted performance Calculating ...read more

  • Blog Entry

    Gain insights into best practices for complying with the GIPS standards and reconnect with industry peers at the 29th Annual GIPS® Standards Conference this November.   👉   Register today to save   Registration includes your live event pass, networking opportunities with the GIPS standards community, ...read more