Articles tagged with 'CFA'
Work needed in retirement income space
19 February 2021 - The Mercer CFA Institute Global Pension Index has revealed that in the global rankings of retirement income, New Zealand has room for improvement.
Cullen reflects on KiwiSaver, Super Fund and capital gains
25 September 2020 - Speaking to a CFA NZ conference Sir Michael Cullen reflected on his career commenting on KiwiSaver, NZ Super Fund and capital gains tax.
Covid-19 driving financial services change: McEwan
17 August 2020 - The Australian Royal Commission of Inquiry into misconduct in the banking system highlighted that there were things going on in banking that were “just not right”, NAB chief executive Ross McEwan says.
'At some point someone needs to be allowed to lose some money'
16 June 2020 - Whether share markets have rallied too far, too fast depends a lot on the outlook for interest rates, Harbour Asset Management managing director Andrew Bascand says.
Former Morningstar boss appointed to lead board
23 July 2018 - The CFA Institute has appointed its first female board chair.
Vertical integration: Financial advice sector's weak link?
6 June 2018 - Financial advisers are being told the industry needs to self-regulate if it is to regain or build customer trust – but vertically integrated organisations remain a problem.
Ethics matter in fintech era: CFA
23 November 2017 - Ethical considerations are becoming an increasingly important requirements of those involved in investment management and advice, the head of the CFA Institute in this part of the world says.
Consumers might favour algorithms over fallible humans
2 May 2016 - New Zealand consumers might trust roboadvice more than they do human advisers, at least at first, one industry commentator says.
More apply for CFA status
2 February 2016 - More than 10% more New Zealand and Australian candidates sat the level one exam for the Chartered Financial Analyst qualification last year than in 2014.
MTF case reaches Supreme Court
12 November 2015 - A long-running battle over what exactly lender credit fees should cover has hit the Supreme Court this week.
CFA putting investors first
12 May 2015 - The CFA Society is joining its peers around the world and recognising May as Putting Investors First Month. The global initiative seeks to build awareness...
