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Forbes
Chicago-based YCharts is an online financial data research company that helps users track the markets without the use of terminals or clunky interfaces. YCharts also makes it easy to build charts, screens and data series for all stocks, ETFs and mutual funds traded on North American exchanges, using over 4,000 financial metrics and up to 30 years of historical data.
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CFA Society Chicago
With an increasing number of charterholders and fewer of their traditional roles to fill, the question then becomes: What will charterholders of the future do? To help answer that question, join CFA Society Chicago and a panel of financial professionals representing both new areas such as consulting relations and fintech, as well as old areas where charterholders have not been represented historically, such as wealth advisory and sales.
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CFA Society Chicago
Wednesday, April 11
5:00 pm - 6:30 pm
CFA Society Chicago, 33 N. LaSalle Street, Suite 910, Chicago, IL 60602
Program Description:
The Investment Exchange Forum is a stock-picking meeting held by CFA Society Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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CFA Society Chicago
Wednesday, April 18, 2018
11:30 am - 1:00 pm
The University Club, 76 E. Monroe, Chicago, IL 60605 (Driving Directions)
Jane Buchan is currently the chief executive officer at PAAMCO. As CEO, she is responsible for overall business strategy and firm direction. She began her career at J.P. Morgan Investment Management in the Capital Markets Group. Buchan has also been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth.
Buchan is currently serving as director and chairwoman of the Board for the Chartered Alternative Investment Analyst Association (CAIA). She serves as a member of the Board of Directors for the Torchmark Corporation (TMK).
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Robust Investment Accounting + Flexible and
Powerful Reporting +++
Do you have some unique requirements
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To contact us: Sales@VestServe.com
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CFA Institute Enterprising Investor
Not all is lost, investment professionals.
Despite artificial intelligence (AI)’s significant and rapidly increasing “brain” power, the investment management business is not going away tomorrow.
But it is changing and the current model will one day be rendered obsolete. So what does the road map leading to that eventuality look like? And what’s our best strategy in the interim?
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USA Today
Message to Millennials: Your tax refund could make you rich one day.
Cash-strapped young people looking to jump-start their savings should view their IRS refund as a key source of investment seed money. Paying off debt with that money is another option, of course, as is splurging on a vacation.
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The Associated Press via U.S. News & World Report
Financial documents show that the pension fund for Chicago Public Schools teachers is an additional $1 billion in debt due to less aggressive investment return estimates.
The Chicago Tribune reports that consultants for the Chicago Teachers' Pension Fund now say the system is about $11 billion in debt. The documents show that the extra debt will make it even more difficult to comply with state law that requires the fund be 90 percent funded by 2059.
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Kiplinger's Personal Financevia Chicago Tribune
nvestment fees may sound small, but they quickly add up and can leave you with much lower account balance over time. Here are three common fees and ways to reduce them.
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Financial Planning
RIAs are flush, and odds are that revenue and AUM are up at your advisory firm. So, have you gotten a raise yet?
Many of your counterparts around the country have, along with lots of perks intended to keep them happy at their firms.
Over 90 percent of RIAs participating in the 2017 compensation study by Fidelity Clearing & Custody Solutions reported giving salary increases as well as bonuses last year.
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Forbes
Investment is making a comeback. Much of the action, as ever, is in the U.S. Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20 percent. But there’s stuff happening, too, in the big wide world beyond onshore USA.
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Gulf News
Trust from investors emanates from the disclosure of fees, a survey has revealed.
The credibility in the fund management industry especially for the hedge funds took a hit after the global financial crisis as investors fretted about ever-escalating fees after successive years of underperformance.
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Bloomberg
Michael Spencer is selling a business and acquiring a title. The broking entrepreneur has accepted CME Group Inc.'s 3.9 billion pound ($5.4 billion) cash and shares offer for Nex Group Plc, the bond trading platform in which he holds an 18 percent stake. He gets a sack of cash, shares in the Chicago exchange, a board seat and role of "ambassador". It's probably the best offer he'll get.
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Illinois News Network
A central Illinois city becomes the latest to pass laws bringing in more money to pay growing pension obligations.
Local officials touted the sales tax hike as a decrease in property taxes, but one expert says it’s just shifting the tax burden from property taxes to sales taxes and that property taxes could still increase in the future.
The Kankakee City Council voted Monday to raise the city's sales tax to 8.25 percent, up from 6.25 percent.
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7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063
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