LISA CARROLL

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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Financial planning

Blurred work/home lives have led to greater overtime and more burnout, but the industry still favours the benefits of a hybrid workplace for the future. ...

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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

Only 37% of retail investors believe their financial adviser puts their interests first and 25% when it came to institutional investors, according to a survey....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

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

3 weeks 3 days ago

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

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago