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Showing 141 - 150 of 188 results for "CFA"

CFA Societies launches initiative to raise ethical standards

MARK SMITH | MONDAY, 12 MAY 2014

CFA Societies in Australia and New Zealand have launched an initiative to encourage investors to assert their rights and demand higher standards of ethical conduct from the financial services industry and finance professionals. Investor First Week in ...

Wanted: Money managers that are investors not product makers

ALEX DUNNIN | WEDNESDAY, 2 APR 2014

... audience. "It's performance, performance, performance. It's buying good stocks and outperforming the market," said David McVey CFA, a research and portfolio management executive from the US boutique investment manager DSM Capital Partners who was in ...

K2 Advisors exec resurfaces at QIC

JAMES FERNYHOUGH | TUESDAY, 21 JAN 2014

Queensland-based investment management giant QIC has appointed Craig Balenzuela CFA as its new director, client and consultant relationships. Balenzuela will be responsible for developing and maintaining client and consultant relationships for the $75 ...

Financial execs have poor ethics, little regulatory knowledge

LAURA MILLAN | TUESDAY, 3 DEC 2013

... difficult without "flexible" ethical standards and only 12% are confident in their knowledge of the regulatory environment, a CFA Institute research found. The global study, entitled A Crisis of Culture: Valuing Ethics and Knowledge in Financial Services ...

Vanguard appoints head of investment strategy and research

MARK SMITH | FRIDAY, 29 NOV 2013

... finance and economics from the University of Wisconsin, Eau Claire, and an MBA from Villanova University. He is a member of the CFA Society of Philadelphia. "Vanguard is committed to providing market-leading investment research in the various international ...

US stimulus having no direct impact

MARK SMITH | FRIDAY, 25 OCT 2013

... having little direct impact on the market, according to Cato Institute senior fellow Dr William Poole. In a presentation at the CFA Institute Investment Conference in Melbourne yesterday the former president of the Federal Reserve Bank of St. Louis said ...

Investment industry urged to put society first

MARK SMITH | THURSDAY, 24 OCT 2013

... fiduciaries including Australian superannuation funds is gathering pace in the global financial services sector, according to the CFA Institute's Asia Pacific managing director Paul Smith. The losses investors experienced during the GFC have prompted ...

Market Wrap AM

AAP | THURSDAY, 24 OCT 2013

... Australia is due to release its annual report to parliament, while RBA deputy governor Philip Lowe is slated to speak at the CFA Melbourne Institute's Annual Investment Conference in Melbourne. In equities news, Wesfarmers is expected to release its ...

CFA to host Australia Investment Conference in Melbourne

STAFF WRITER | TUESDAY, 17 SEP 2013

The CFA Institute and CFA Societies Australia is hosting its Australia Investment Conference at the park Hyatt Hotel in Melbourne on 24 October 2013. The Reserve Bank of Australia deputy governer Dr Phil Lowe and president and chief executive at CFA ...

Hyperion builds investment team

BEN COLLINS | THURSDAY, 5 JUL 2012

... include a Bachelor of Business Management and Bachelor of Commerce (Hons) from the University of Queensland, and he is also a CFA Charter holder.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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