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...

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...

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...

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...

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...

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...

Financial planning

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

People & Products

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

People & Products

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

Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago