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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...