CFA SOCIETIES

Funds management

With climate events increasing in frequency while having macro impacts on the Australian economy, the risk of divestment is increasing in significance, according to the R...

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Funds management

China is shifting its economic focus away from growth toward four key strategies, each of which will have new implications for the Australian investor, according to an Au...

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Funds management

Australia is going to have to learn to live with geopolitical tensions with China in the future, the same as the Cold War in the past, and this is deterring superannuatio...

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Funds management

Bitcoin exchange traded funds could soon be on the horizon in the US, according to ARK Invest chief executive, Cathie Wood, but the firm is still worried about possible t...

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Funds management

Open mindedness should be something all investors strive for and the distinction between value and growth investing should shrink, according to Oaktree Capital Management...

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Funds management

Investors and businesses should evaluate stakeholder management just like one would evaluate investments in other key elements of business strategy, according to an inves...

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Financial planning

CFA Societies Australia has announced the CFA Institute Certificate which will offer investment professionals the required knowledge and skills to integrate environmental...

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People & Products

Deputy chief investment officer and CFS Societies Sydney president, Charles Wu, will take on the role....

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People & Products

CFA Societies Australia has announced the appointment of its first national chief executive officer. ...

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Financial planning

The CFA designation needed a higher degree of professionalism to build industry integrity and recognition, according to CFA Societies Australia....

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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 9 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 13 hours ago