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    Margaret Franklin, CFA

    Margaret Franklin, CFA

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    President and CEO, CFA Institute

    Marg Franklin leads CFA Institute and its more than 190,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Franklin has built her career over the course of more than 25 years in the investment and wealth management industries, in both institutional and private wealth. She is a CFA charterholder and a member of CFA Society Toronto.

    Latest articles by Margaret Franklin, CFA

    A young woman works with her financial adviser on a terrace.

    The Future of Financial Advice Is Human: Gen Z Trusts Advisers, But AI Skills Matter

    Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship.

    • What We Need to Do to Protect Retirees' Financial Security

      Cognitive decline and aging in general put older retirees at risk of losing their financial security when they're the most vulnerable. What can be done?

      By Margaret Franklin, CFA

    • A man celebrates in front of his laptop while confetti blows all around him and across his desk.

      Investment Gamification: Not All Cons, Some Important Pros

      The gamification of investing can drive investor engagement and literacy, but it can also promote harmful investor behavior. Balance is imperative.

      By Margaret Franklin, CFA

    • Smiling young adult woman looks at her smartphone while also holding a cup of coffee.

      How Young People Can Own Their Financial Future Authentically

      It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

      By Margaret Franklin, CFA

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