Dr. Susan Mangiero Recognized for Commitment to Continuing Education

As an ardent believer in the importance of lifetime professional learning, I am proud to receive a letter from the president of the CFA Institute that recognizes my efforts “for voluntarily attesting to the CFA Institute Continuing Education (CE) Program …

Talent Shortage Has a Huge Price Tag

On my own at eighteen, I self-funded my college education at both the undergraduate and graduate levels. I am a huge supporter of knowledge as an economic equalizer. As a former tenured university professor who later returned to industry and …

Risk Management and Dilbert Creator Scott Adam’s Simple Solution

Ignoring risk is folly, especially when the downside could be complete ruin for a business or investment portfolio. That’s why it’s essential for risk managers to persuade others to pay close attention to things that go bump in the night …

Fiduciary Training and Retirement Industry Designations

Fiduciary education is an important topic at any time but seems to be garnering further attention in recent months. Rumor has it that questions about training are being asked of in-house fiduciaries during U.S. Department of Labor audits. According to …

Investment Committee Governance Benchmarking

If you missed the Strafford continuing legal education webinar on September 12, click here to download the slides about ERISA investment committee governance. The ninety minutes flew by, with each speaker having lots to say. Attorney Emily Seymour Costin addressed …

Investment Fraud and the Role of Trust

Investment fraud can happen to anyone, and unfortunately, there is no shortage of investment fraud possibilities. Affinity fraud, pyramid schemes, pump-and-dump security trading, high-return or risk-free investments, and pre-IPO scams are only a few of a long-list of schemes that …