|More than 250,000 candidates are seeking a chartered financial analyst (CFA) credential this year, which the CFA Institute says is a record high.|
|Zurich Investments is looking for a replacement for its small caps strategy as the current manager gets ready to shut shop.|
|The US$412 billion fund manager Fidelity today launched a new proprietary system for rating companies, leveraging the firm's extensive research capabilities.|
|The UK's Financial Conduct Authority (FCA) has opened an investigation into the events surrounding the suspension of the Woodford Equity Income Fund, with Link Group now caught in the scandal.|
|Two Australian equities listed investment companies are set to merge to create a $137.2 million entity.|
|What are the best-performing Australian equities funds with the best-managed risk? Rainmaker ranked the winners over three-year returns to March.|
|High net worth financial advisers may be reluctant to allocate to active ETFs because of the cost benefits on offer with unlisted trusts.|
|Myer Foundation and the Australian Government's Clean Energy Finance Corporation are among the early investors in a global manager's new Aussie equities strategy.|
|Facebook has been dropped from the S&P 500 ESG (Environmental, Social and Governance) Index after a series of scandals brought the company's ethics into question.|
|A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps.|
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women.
The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement.
Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service.
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal.
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