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Showing 111 - 120 of 174 results for "CFA"

CFA Societies wants industry professionals to swear oath

MARK SMITH  |  THURSDAY, 21 MAY 2015
CFA Societies Australia says financial services professionals should take a "personal oath of integrity" to guard against the sorts of dubious practices that led to the financial crisis and the recent financial planning scandals. In an open letter to ...

Aurora appoints portfolio manager from Philo

LAURA MILLAN  |  TUESDAY, 5 MAY 2015
... research. He holds bachelor degrees in both Economics and Law from Sydney University, Canadian Securities Course and is a CFA charter holder. Aurora manages funds of approximately $150 million on behalf of over 2,500 retail investors.

CFA appoints Australia head of advocacy

LAURA MILLAN  |  WEDNESDAY, 25 MAR 2015
CFA Societies Australia and New Zealand has appointed a head of advocacy to advocate for funds management professionals and financial market integrity. Sue Morey was most recently an executive consultant for the Metropolitan Fire and Emergency Board ...

Investment professionals depressed over future employment

LAURA MILLAN  |  WEDNESDAY, 18 MAR 2015
... when it comes to expectations of future employment, with nearly a quarter saying that the situation is getting worse, the CFA Institute found. The 2015 Global Market Sentiment Survey gathered responses from over 5,200 leading investment professionals ...

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
Legislation will not be enough to promote an ethical financial services industry which engenders trust, according to CFA Institute. CFA Society president Anthony Serhan said while reforms such as Future of Financial Advice (FoFA) have improved transparency ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
... sector spanning investors, financial advisers, investment advisers, superannuation funds and investment managers." Dyall, CFA, was most recently head of advice research at AMP and AXA (2001 - 2013). Prior to joining AXA (now part of the AMP group), Dyall ...

CFA names new president and chief executive

MARK SMITH  |  FRIDAY, 23 JAN 2015
The CFA Institute's Asia Pacific managing director and global head of institutional partnerships, Paul Smith, has been named as the organisation's new president and chief executive. The appointment, effective immediately, comes after an extensive global ...

Surge in Australian-educated FM professionals heading OS

ALEX DUNNIN  |  WEDNESDAY, 29 OCT 2014
... represented universities among these globetrotting graduates were UNSW, University of Sydney and Macquarie University while CFA charter designations among these students are more popular than MBAs. Rounding out the top five universities are University ...

Morningstar names two new analysts

MARK SMITH  |  TUESDAY, 30 SEP 2014
Morningstar has appointed two analysts to its Australasian manager research team. CFA accredited Daniel Cheang joins as a senior analyst while Matthew Wu has come on board as an analyst. They are responsible for undertaking research on Australian and ...

Profit up and new products for ClearView

MARK SMITH  |  WEDNESDAY, 27 AUG 2014
... of around $150 million per annum over the last two years. The number of financial advisers in the ClearView dealer group (CFA) increased to 117 as at 30 June 2014, representing an increase of 15% over the prior year. The boutique wealth group has also ...