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CFA

Funds management

Less than half of the candidates who sat for the Chartered Financial Analyst Level 1 Exam in December have passed the test to continue the program....

Funds management

Colonial First State has appointed technology solutions supplier, IRESS, to implement its IPS technology to the CFS platform....

Financial planning

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

Financial planning

While the majority of investment professionals believe robo-advice will slash advice costs, the jury is still out on whether the industry will be “unambiguously better of...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

4 days 7 hours ago