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Showing 81 - 90 of 188 results for "CFA"

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD | WEDNESDAY, 10 OCT 2018

... charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry. CFA Institute chief executive Paul Smith was in Sydney for a briefing that addressed the Royal Commission and its implications ...

CFA Australia names first chief executive

KARREN VERGARA | TUESDAY, 28 AUG 2018

CFA Societies Australia appointed its first national chief executive in an effort to boost engagement with members and the investment industry. Lisa Carroll will focus on delivering greater member value and supporting the growth and recognition of the ...

CFA adds AI and fintech to curriculum

KARREN VERGARA | FRIDAY, 17 AUG 2018

The CFA Institute is introducing artificial intelligence, fintech and machine learning to its curriculum as of next year. The Institute updated its subject areas in an effort to arm candidates with the skills and knowledge needed for success in the ...

CBA Group Super appoints CIO

KANIKA SOOD | TUESDAY, 31 JUL 2018

... graduate with a Bachelor's degree in mathematics, science and commerce. She is also a postgraduate financial analyst from the CFA Institute. CBA Group Super has 75,000 members composed of current, retired and former CBA employees and their spouses. Its ...

Franklin Templeton appoints two distribution heads

KANIKA SOOD | WEDNESDAY, 4 JUL 2018

... Franklin Templeton Investments (FTI). Amy Teh will serve as FTI's head of investment and consultant relations. Teh is a CFA charter holder and prior to starting at CFS in 2012, she was a Wills Towers Watson investment consultant and actuarial analyst. ...

Record number of Australians seek CFA qualification

KANIKA SOOD | FRIDAY, 22 JUN 2018

More than 10,000 Australian candidates have signed up to sit the CFA exams this financial year - a jump of 36% over the previous 12 months. Last year, 7606 candidates registered for the exams held at three test centres in Sydney, Melbourne and Perth. ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD | WEDNESDAY, 20 JUN 2018

... Ypsilanti talked about broader themes for robo-advice: gaining client trust, technological changes and fiduciary duty. A recent CFA Institute study found 80% Aussie retail investors trusted said they were more likely to trust financial advice from a ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER | FRIDAY, 15 JUN 2018

... Powering You With OneCare Finalists: TAL - Policy Fee Waiver & Risk Academy Fidelity - Global Equities Fund PIMCO - Always On CFA Institute - Let's Measure Up Advertising Campaign of the Year (Consumer): La Trobe Financial - Isn't it Time Your ...

Instos partner with Canadian government

JAMIE WILLIAMSON | THURSDAY, 7 JUN 2018

... develop an infrastructure fellowship program to help foster expertise in emerging and developing economies. As part of this, the CFA Institute and its global network will create more opportunities in finance and investment management via an internship ...

Private debt attractive for instos: Sahota

KANIKA SOOD | FRIDAY, 18 MAY 2018

... 4-5% per annum. Besides Sahota, Revolution's investment team includes: Simon Petris who will look after ABS and David Saija CFA who adds financial analysis skills to the team. Both will act as senior portfolio managers and executive directors. Sahota ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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