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Has anyone taken the CAIA ? Any tips ?
FactSet hi, does anyone have experience working for FactSet in Norwalk, CT? How is the culture like? Are they promoting from within? Turnover? Benefits? Pay? Work-life balance? I’m applying for an investment type role and taking a job with them would require relocation. Anything that you can share is much appreciated, thanks!
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Its the same thing!
Wealth Management focuses more on advising individual clients. Some advisors do choose their own investments, but likely have their firm pick most of it for them or just choose fund managers at most. Most in Wealth Management have a CFP and some may have a CFA.
Asset management is different in that you’re building portfolios and choosing investments that will eventually be used by Wealth Management. You will definitely need your CFA.
Look up CFA vs CFP and that will help you decide.