Asia’s tech-savvy financial experts are world leaders in adopting fintech solutions but for superior investment advice, clients are looking for human intelligence, coupled with machine learning.
Robo-advisers are set to slowly expand across Asia as investors seek to keep expenses down and banks aim to offer low-cost investment advice, argues Larry Cao of CFA Institute.
Nick Pollard takes the reins at the investment association from Paul Smith, who has been overseeing the region as part of his duties as global head.
A report from the CFA Institute unveils some surprises about what asset owners expect, what they are prepared to pay more for and what they see as differentiators.
Individuals and institutions globally place more emphasis on transparency and ethical conduct than performance, finds a CFA Institute study exploring trust in the industry.
Appointed president and CEO of the CFA Institute, Paul Smith will use the platform to seek change among the biggest fund management companies.