CFA Institute moves away from ESG terminology

CFA/CFA-Institute/ESG/sustainable-investing/

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.

AUTHOR

CFS awards $1bn fixed income mandate to global manager

CFS/colonial-first-state/Man-Group/mandate/

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income.

AUTHOR

Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving

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Research houses up caution to private credit launches

research-house/Lonsec-Research/lonsec/private-credit/private-markets/Metrics/

The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.

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AMP North reveals new AI adviser assistant

amp/artificial-intelligence/advice-technology/

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.

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RIAA appoints chair as Piper steps down

Australian-Ethical/RIAA/ESG/First-Sentier-Investors/

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.

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Former IOOF CEO Kelaher reappears at Sequoia

IOOF/insignia/insignia-financial/Sequoia/Sequoia-financial-group/chris-kelaher/M&A/centrepoint-alliance/

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee.

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TPB reappoints financial advice director

TPB/Tax-Practitioners-Board/financial-advisers/

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago.

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CFS Edge bolsters global managed account range

CFS/colonial-first-state/managed-accounts/

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities.

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Spotting adviser red flags to prevent possible misconduct

financial-advisers/Assured-Support/misconduct/

With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business.

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