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Boston, Massachusetts, USA 2010 CFA Institute Annual Conference
16−19 May 2010
Boston, Massachusetts, USA
CE credits TBD
  

 

 

Video camera Watch "The Future of the Investment Management Profession"
Suzanne L. Duncan, Matthew H. Scanlan, CFA, Margaret E. Franklin, CFA, and Robert R. Johnson, CFA at the R.I.S.E. VIII Forum 2008
Price (USD): Free!
1 CE credit

 

Publications
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  Industry Products and Resources  

 

"Building and Sustaining a Successful Investment Boutique"
Ralf Lochmüller
CFA Institute Conference Proceedings Quarterly, June 2009
0.5 CE credit

 

"Why Good Leaders Make Bad Decisions"
Andrew Campbell, Jo Whitehead, and Sydney Finkelstein
Summarized by Frank T. Magiera, CFA
CFA Digest, August 2009

 

"Nurturing Innovation in an Asset Management Firm"
Blake R. Grossman
CFA Institute Conference Proceedings Quarterly, December 2008
0.5 CE credit

 

 

Read LPL’s white paper discussing the Hybrid RIA Market

Note: To access this free content, you will be required to complete a form on the LPL site


Read "The Trust Project: Rebuilding trust one financial professional at a time" (PDF) by Focus Consulting Group