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The CFA for Investment Banking: Do the New Changes Make It Worthwhile?

Mergers and Inquisitions

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

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Article | The shadows of what may or may not be in 2024

Successful Acquisitions

Capstone Partner John Dearing, CFA shares some thoughts on the year ahead for the credit union industry in a new article for CUInsight.com. Read the article here.

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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…

OfficeHours

Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. We invite you to create a free account on our platform to access our free materials, latest blogs, and articles. Where can I learn more about these exams?

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Tax Accounting

Wall Street Mojo

Article Link to be Hyperlinked For eg: Source: Tax Accounting (wallstreetmojo.com) Also, tax policies in each country differ with Generally Accepted Accounting Principles on various items. Recommended Articles This has been a guide to Tax Accounting and its meaning. Table of contents What Is Tax Accounting?

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Single-Manager Hedge Funds: The Best Way to Get a Recurring Guest Spot on CNBC?

Mergers and Inquisitions

A Day in the Life of a Single-Manager Hedge Fund Analyst At most single-manager hedge funds, an average day is like the one described in the Hedge Fund Analyst article : Market research on specific companies and assets. Speaking with customers, suppliers, management teams, and market participants.

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2023 Fourth Quarter Review & Commentary

FineMark

Wishing you and your loved ones a prosperous and healthy 2024. We look forward to seeing you soon!

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2022 Fourth Quarter Review & Commentary

FineMark

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0 Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all.