CFA Institute
Technology | 5 May 16
Cost seen driving mass affluent investors toward robo-advice
Mass affluent investors are more likely to use a robo-advice service in place of a human financial adviser than higher net worth individuals or institutions, according to a survey by Australia’s Chartered Financial Analyst (CFA) institute.
Macro Views | 10 Mar 16
Survey: Investors want transparency
Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.
Tax & Regulation | 20 Aug 13
Latest CFA exams reveal keen interest
The Asia Pacific region once again produced the largest number of candidates for the CFA Institute's latest set of exams, according to data released by the global financial accreditation organisation.
cfa launches new wide reaching training initative
As part of its crusade to regain trust and raise professional standards across the industry, the CFA Institute has launched a new self-study training programme aimed at the wide range of workers involved in the financial services sector.
cfa global project
CFA Institute and a team of financial industry leaders including economist John Kay have launched a project which sets out a statement of investor rights and principles.