POWERED BY MOMENTUM MEDIA
CFA
Financial planning
Positive market returns and improvements to the professionalism of the industry since the Royal Commission have helped Australia to improve trust in the financial service...
People & Products
Two organisations have joined the Future IM/Pact campaign as it seeks to expand its reach from universities to building a pipeline of women in the early stages of their f...
Funds management
The relationship between China and Australia is at its “lowest point in history”, according to Australian National University’s Professor Jane Golley, and could deteriora...
Financial planning
The education authority believes the pass rate for candidates that have sat the exam more than once is more favourable than other industry certification assessments....
Financial planning
It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
Financial planning
The Financial Planning Association is touting the presence of Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, at its annual congress ...
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
Financial planning
The standards authority has approved three bridging course and education credits for CIMA and CFA coursework....
Funds management
Nearly 60 per cent of Australian investment professionals think their jobs will radically change in the next decade, despite the Asia Pacific region being the world’s big...
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
Financial planning
While the Banking Royal Commission may have sent financial services industry members running for shelter, CFA Society President, Paul Smith, said a good crisis shouldn’t ...
People & Products
CFA Societies Australia has announced the appointment of its first national chief executive officer. ...
Financial planning
The Chartered Financial Analyst Institute has reported that 43 per cent of candidates who took the Level one exam have passed. ...
Financial planning
While fintech firms are strong at technology and applications they are unlikely to completely replace the traditional financial sector as they lack financial sector expe...
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....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...