Preview Mode Links will not work in preview mode

Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

  1. All Episodes
  2. Why the Industry Must Put Clients First

Why the Industry Must Put Clients First

Feb 7, 2018

In Episode #323, Heather Brilliant, CFA, Managing Director, Americas, at First State Investments, explains what it will take to make that shift and what needs to change for the industry to routinely act in the best interests of the client. She also discusses why we need to rebuild trust in the industry and the importance of assembling diverse investment and leadership teams.