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Showing 21 - 30 of 44 results for "CFA Society"

VFMC appoints former Franklin Templeton MD

DARREN SNYDER | THURSDAY, 11 JAN 2018

... Financial Studies; a member of the Chartered Financial Analyst (CFA) Advocacy Council; and is national chair of the CFA Society Diversity Committee. Previously she was a director of various public authorities including ESS Super, Melbourne Water, Victoria ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA | TUESDAY, 11 JUL 2017

... mobile payments and peer-to-peer lending have the highest potential to disintermediate the financial services industry. CFA Society Sydney president Anthony Serhan said innovation in these areas will likely disrupt financial institutions together with ...

CFA Institute shrinks gender parity gap

KARREN VERGARA | WEDNESDAY, 31 MAY 2017

... total candidates. The Institute's target of having 30% women in investment management is a "step closer to reality", CFA Society of Sydney president Anthony Serhan said. "There is still much to be done to make sure this uptick in female candidates carries ...

Investment management industry needs overhaul: CFA

KARREN VERGARA | MONDAY, 10 APR 2017

... conditions. In many cases, organisations need to adopt transformational change as we enter a new global investment era," CFA Society Sydney president and managing director of research strategy, Asia Pacific at Morningstar, Anthony Serhan said. "As the ...

Aussies attempt CFA in record numbers

JAMIE WILLIAMSON | MONDAY, 30 JAN 2017

... jumped to 2387 from 1695 in December 2015. Globally, the number grew by 14% to 59,627 - and more than 25,000 passed. CFA Society Sydney president and Morningstar managing director research strategy, Asia-Pacific, Anthony Serhan, said the growth in Australia ...

Investors expect gender diversity: CFA

KERRIE SYDEE | FRIDAY, 11 NOV 2016

... industry partners to join us in addressing the chronic issue of gender disparity in the investment management industry," CFA Society Sydney president and Morningstar managing director, research strategy Asia Pacific, Anthony Serhan said. "CFA is also ...

Australian trust in financial services low

KERRIE SYDEE | THURSDAY, 26 MAY 2016

... of Australians believe that businesses in the financial services industry will do 'what is right', according to the CFA Society's 2016 global investor survey. The survey, From Trust to Loyalty: A global survey of what investors want, found that only ...

Robo-advice to impact not replace: CFA

KERRIE SYDEE | THURSDAY, 28 APR 2016

... areas most likely to be impacted by blockchain technology. Commenting on the results, Anthony Serhan, president of the CFA Society Sydney said: "Fintech is attracting increased attention from consumers, investors, the investment management industry and ...

CFA societies launch advocacy council

DARREN SNYDER | FRIDAY, 12 FEB 2016

... supported by and has access to the extensive resources of the CFA Institute globally. Acting council chair and president CFA Society Sydney, Anthony Serhan, said through the advocacy council "we will use our collective knowledge and experience to identify ...

CFA launches ESG guide for investment professionals

LAURA MILLAN | THURSDAY, 3 DEC 2015

... from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade," CFA Society Sydney president Anthony Serhan said. "How these issues impact investment management is still not well understood and certain ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

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 | 12:34PM

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 | 12:17PM

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 | 12:29PM

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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