CFA INSTITUTE

Financial planning

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...

Funds management

The CFA Institute has launched global standards for disclosing how investment products consider environmental, social and governance objectives, investment strategy and s...

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Superannuation

One of the key problems for Australia’s superannuation system is the need for systemic change to reduce the gender pension gap, with a new Mercer study revealing what nee...

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Funds management

Sustainability expertise is one of the most currently sought-after skills in core investment roles, according to CFA Institute....

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People & Products

Mark Lazberger, former chief executive of Colonial First State Global Asset Management, has been elected chair of the CFA Institute board of governors....

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Funds management

According to a survey of investment professionals, inflation pressure could last the next one to three years because of demand-focused accommodative monetary policy with ...

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Funds management

CFA Institute has announced its exposure draft on global environmental, social and governance disclosure standards for investment products, aimed at promoting transparenc...

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Financial planning

Investors have greater interest in environmental, social and governance but usage of actual products remains low at just 10% of retail investors....

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People & Products

First Sentier Investors-owned Realindex Investments has appointed Dr Joanna Nash as senior quantitative portfolio manager. ...

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Funds management

The CFA Institute has proposed environmental, social, and governance disclosure standards to allow investors to more comprehensively evaluate whether an investment produc...

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Financial planning

A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...

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Funds management

CFA Institute has launched the Asia-Pacific Research Exchange, an open-access hub for and by finance professionals wanting investment research on the region....

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Funds management

Investment professionals worldwide believed shifts in the geopolitical climate were the biggest negative impact on the industry, according to the CFA Institute....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 months 4 weeks ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

2 weeks 6 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

1 week 5 days ago

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...

3 weeks 6 days ago