CFA SOCIETIES AUSTRALIA

Funds management

The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...

Financial planning

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

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. ...

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 ...

People & Products

The new appointments were for the boards in Sydney and Melbourne, including Charles Wu as president of the Sydney board....

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....

People & Products

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago