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.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

SPONSORED REPORT

Getting leases in line

ASC Topic 842 is a relatively simple standard that can mean profound changes for organizations with leases. This report examines what makes this standard challenging and describes new ways for CPAs to add value.