Beth Hamilton-Keen of CFA Institute s part of this year's Wealth Professional Canada's Host List.
BETH HAMILTON-KEEN
CFA Institute
Beth Hamilton-Keen is chair of the board of governors for the CFA Institute, the global association for CFAs. Overseeing more than 135,000 members worldwide, stretching across 150 countries, is quite the responsibility – especially when you consider the economic climate and changing investment landscape the organization must adapt to. In her other role as director of investment counselling at Mawer Investment Management, Hamilton-Keen has frequently voiced her opinion that financial planning is in need of an overhaul to ensure that clients receive the right kind of advice. As such, she argues that moving away from the commission-based model is a step in the right direction toward creating better relationships between advisors and clients.
CFA Institute
Beth Hamilton-Keen is chair of the board of governors for the CFA Institute, the global association for CFAs. Overseeing more than 135,000 members worldwide, stretching across 150 countries, is quite the responsibility – especially when you consider the economic climate and changing investment landscape the organization must adapt to. In her other role as director of investment counselling at Mawer Investment Management, Hamilton-Keen has frequently voiced her opinion that financial planning is in need of an overhaul to ensure that clients receive the right kind of advice. As such, she argues that moving away from the commission-based model is a step in the right direction toward creating better relationships between advisors and clients.
