Investment Research


A joint task force of the Institute of Chartered Financial Analysts and the National Investor Relations Institute released as final voluntary best practice guidelines governing relations between securities analysts and companies they cover ( www.cfainstitute.org ). They address analysts’ independence from corporate issuers’ influence, analysts’ access to issuer executives, disputes between companies and analysts over published reports, corporate issuers’ prepublication review of analysts’ reports, and issuer-sponsored research.

SPONSORED REPORT

2018 financial reporting survey: Challenges and trends

Learn the top reporting challenges that emerged in a survey of more than 800 finance, accounting, and compliance professionals across the world, and compare them with your organization's obstacles.

PODCAST

How the skill set for today’s CFO is changing

Scott Simmons, a search expert for large-company CFOs, gives advice for the next generation of finance leaders and more, including which universities are regularly producing future CEOs and CFOs.