A Legal Perspective: The Misperception of Fiduciary Risk and Active Management in Defined Contribution Plans

Alison V. Douglass, Esq.

Actively Managed Funds Remain Appropriate Investment Options For 401(k) Plans

Stephen M. Saxon, JD
Jason H. Lee, JD

Alternative Investments: A Goals-Based Framework

Anthony B. Davidow, CIMA^®

Are your Investments Aligned with your Organization’s Mission and Values?

Norman Nabhan, CIMA^®

Attributes of a Top-Performing Advisory Team: Why Some Advisory Teams Do More Business Than Others

John L. Evans, Jr., EdD

Connecting the Dots: Digitally Enhanced, Multi-Account Portfolio Advice Will Rule the Post-Robo World

Jack Sharry

Is It Time to Tilt? Exploring a Fundamental Question in Factor Investing

Andrew Ang, PhD
Justin Peterson
Ked Hogan, PhD

One Year Later: Asymmetrical Relationships for Investment Managers are Over

Philip Kessler

Planning for a 100-Year Life

Andrew Scott, DPhil

The Biggest Asset Managers Are Playing to Win. What Are the Rest Doing?

Steven Miyao

The Millennial Need for Financial Education

Alexandra Douwes
Logan McIntosh

The Overlooked Persistence of Active Outperformance

Alessandra Rago
Joseph V. Amato
Peter D'Onofrio

The Purposeful Advisory Firm: Maximize Your Firm by Design, Not by Default

Bob Veres
John D. Anderson
Raef Lee

Suggested Reading: Industry Outlook, Ethical Implications

Mark Harbour, CIMA^®, CPA, CFA^®

Recent CIMA^® and CPWA^® Certificants

The Future of Investment Advice: Enhancements to the CIMA Certification