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...

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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

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 6 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 10 hours ago