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Showing 11 - 20 of 29 results for "US exam"

Record low CFA pass rate

ELIZABETH MCARTHUR  |  FRIDAY, 13 AUG 2021
The pass rate for the latest Chartered Financial Analyst exam hit a record low, with some theorising that the pandemic interfered with preparation. After news that level one candidates suffered a dismal pass rate of 25% for the May exam, level two and ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also ...

JANA chief investment officer resigns

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
After 23 years with JANA, chief investment officer Steven Carew has resigned. He announced he would leave the firm in December 2021 to pursue other interests. A replacement for Carew has not yet been announced, with JANA saying it will use the remaining ...

Sexual harassment rife in financial services: O'Neill

ELIZA BAVIN  |  WEDNESDAY, 14 OCT 2020
Labor Senator Deborah O'Neill has said the sexual harassment of women is rife within the financial services industry, not just at AMP. Speaking to the Financial Services Council at a virtual event, the Senator said she was disturbed after hearing ...

Gold holding onto Fibonacci resistance: Daily FX

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
As gold continues to be a highly sought safe haven during ongoing market concerns, gold prices are an indication the precious metal is the most overbought since 2011, according to Daily FX analysis. James Stanley, strategist at Daily FX, said the price ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
The Australian Institute of Superannuation Trustees has written to FASEA chief executive Stephen Glenfield seeking clarification on how key points of the Code of Ethics will apply to intra-fund advice. Responding to the guidance on the code, AIST chief ...

Government to ban default life insurance in super

ALEX BURKE  |  TUESDAY, 8 MAY 2018
The Federal Government will mandate that superannuation funds no longer have opt-out life insurance arrangements for members under 25 and those with low balances. Budget papers said this was being done as a means of "protecting Australians' retirement ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
The Investment Management Consultants Association (IMCA) Australia announced it will rebrand as CIMA Society of Australia. The name change will formally launch in early 2018 and is part of the association's initiative to emphasise the importance of ...

Evolving super sparks C-suite shift

DARREN SNYDER  |  MONDAY, 16 NOV 2015
How superannuation funds meet the constant need to fund longer member retirements is presenting significant challenges for executive teams in board rooms across the country. Apart from ongoing regulatory reform there are other forces at play which are ...