Industry News

Clients come first: CFA Institute

The CFA program requires all charterholders practice the highest level of professional and ethical standards when dealing with clients, says Margaret Franklin, CFA. Investors and clients are in distress, and need to trust their advisors.

May 29, 2012

2 min read

Man fined $22,000 for insider trading

The Alberta Securities Commission (ASC) has arranged a settlement with former Calgary resident James Twanow for illegal insider trading.

By Staff |May 29, 2012

1 min read

Morning roundup: Facebook backfires, Madoff trustee gets rich

We’re committed to keeping you and your clients up-to-date with global industry news. Every morning, we offer articles from around web. Here’s a few selections:

By Staff |May 29, 2012

2 min read

Failure paralyzes clients

People who lose $1,000 feel bad. People who find $1,000 feel good. But the person who finds $1,000 doesn’t feel as good as the person who loses $1,000 feels bad. In fact, the loser weighs on the issue twice as heavily as the gainer. That’s loss aversion.

By Hersh Shefrin |May 29, 2012

2 min read