Investment Management

robots working with humans

Human Expertise Meets Machine Intelligence: The Winning Formula for Modern Financial Planning

The Street

This article discusses how AI is augmenting, not replacing, human advisors.

This image shows a man in a navy blue business suit on his phone with overlaid words and images that indicate a scam or cyber crime.

A Bad Return on Your Money

Fraud Magazine

This article discusses different types of investment fraud and red flags to watch for at a time when technology has made it easier for fraudsters to steal hard-earned savings.

This image shows a blue pencil, a magnifying glass, a calculator, and a desktop mat that shows the words "Fraud Prevention."

Fraud and Fiction

George Cramer

This blog post describes misplaced trust as a cause for financial fraud and explains the concept of a fraud personality.

This image shows a blue, orange, and white digital hub with financial graphs and foreign currency symbols.

Marketing to Institutional Investors in the Digital Age

CAIP Forum

This article reflects advice from Jacqueline Gallant, a marketing executive with SLC Management, a division of Sun Life, about how to effectively communicate with institutional investors.