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 ...

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Financial planning

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

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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. ...

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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 ...

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People & Products

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

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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....

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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?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 17 hours ago