Normally, people write New Year's resolutions for themselves. But given the experience of the past two years, I figured some folks might need a little extra encouragement. Call it a nudge.

JPMorgan Asset Management officials are rethinking asset allocation, tossing out the traditional mean-variance optimizer in favor of a new approach that assumes returns don't fit neatly on a bell-shaped curve.

John Rogers brings a global perspective to his new job as CEO of the CFA Institute — particularly important because nearly half of the CFA Institute's 95,301 members live outside the U.S. and that's where the organization has seen its greatest growth in recent years.

Disruptive innovations — changes that alter behavior such as the introduction of the index fund or exchange-traded funds — can have a big impact on investment management, Blake Grossman, CEO of Barclays Global Investors, told the CFA Institute’s annual conference.

My 2-year-old whoops with laughter as her bubble machine cranks out a seemingly endless supply of soap bubbles into the air. Investors, however, find bubbles to be much more troublesome affairs — especially when they burst.

After resisting for months, money managers finally are using the “r” word, but most think the recession will be shallow and short-lived.

Richard Ennis says officials at public defined benefit plans need to own up to their pension obligations and stop shifting investment risk to future taxpayers ... and some of those officials aren’t happy about it