CFA INSTITUTE

Funds management

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

image
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...

image
Funds management

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

image
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....

image
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 ...

image
Funds management

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

image
Financial planning

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

image
People & Products

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

image
Funds management

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

image
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. ...

image
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....

image
Funds management

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago