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Take 15 Podcast Presented by CFA Institute

The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

 

Show Host: Lauren Foster

Producer: Mitchell Forst 

Mar 29, 2017

In Episode #305, Keisuke Ito, CFA, head of investment technology at Mizuho–DL Financial Technology, shares his perspectives.

Robo advice is all the rage in wealth management, particularly in developed markets such as the United States. What is the potential for robo advice in Japan and the rest of Asia?...


Mar 13, 2017

In Episode #304, Anthony Serhan, managing director of the Asia Pacific Research Strategy at Morning Star, will provide his insights into these important questions that will shape the “future of investment advice.”

The need and demand for attention toward the end client has never been higher. Investment advice is one...