MARGARET FRANKLIN

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
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

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 6 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago