CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

The need and demand for attention toward the end client has never been higher. Investment advice is one of the high impact areas within financial services where this need has been growing. Is the “advice for a fee model” where the end customer decides the fee, the right model? What roles do technology and robo-advisory have to play? In this Take 15 interview, 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 Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_304.mp3
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