Will Goodhart, CFA UK

CFA UK to launch new ESG qualification

Tue, 14/05/2019 - 10:22

CFA UK is to launch of a new qualification in ESG investing, which will be available to investment professionals later this year.  »

New financial panning professional body FP Canada launches

Mon, 01/04/2019 - 18:09

FP Canada – a national professional body dedicated to advancing professional financial planning – has officially launched.  »

Picture of a man with megaphone making announcement

CISI and Chartered Banker Institute welcome FCA requirement for individual members to include professional body membership in new Directory

Tue, 12/03/2019 - 08:39

Two leading financial services professional bodies have welcomed the FCA’s policy statement (19/7) which concludes its discussion on the creation of a new Directory. »

Bill Kelly, CAIA

Investment education is key says CAIA head

Mon, 02/07/2018 - 16:31

Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA) has gone from strength to strength in the alternative investment education arena. William Kelly (pictured), CAIA CEO, joined in 2014 and declares that, while it's been an interesting run, the value proposition of alternatives is alive and well.   »

David Calligan, Reed Smith

European regulator intervenes to restrict marketing of CFDs

Fri, 18/05/2018 - 12:01

David Calligan, Partner, Reed Smith, writes on the European Securities and Markets Authority (ESMA)’s announcement that it intends to impose temporary measures to restrict the sale of Contracts for Differences (CFDs) to retail investors, after a consultation earlier this year. The temporary restrictions are likely to come into effect in July.  »

New President appointed to CISI Northern Ireland Branch

Tue, 20/02/2018 - 17:12

John Cubitt, Chartered FCSI, has been appointed President of the Chartered Institute for Securities & Investment (CISI) Northern Ireland Branch. »

Investment Management Consultants Association rebrands as Investments & Wealth Institute

Wed, 18/10/2017 - 08:40

The Investments & Wealth Institute, formerly the Investment Management Consultants Association (IMCA), a provider of advanced education for investment and wealth management professionals, has rebranded as the Investments & Wealth Institute. »

WMA and APFA members vote to create combined trade association

Thu, 01/06/2017 - 07:51

The two UK trade associations in the personal investment management and financial advice sector have agreed to come together to form a larger representative body for organisations that support individuals and families to plan and invest for their financial life journey. »

Lesley Williams, PLSA

PLSA launches diversity initiative for pensions industry

Wed, 01/03/2017 - 13:00

The Pensions and Lifetime Savings Association (PLSA) has launched a new campaign, Breaking the Mirror Image, which aims to encourage greater diversity on trustee boards. »

WealthBar is first robo-adviser in Canadian ETF Association

Thu, 23/02/2017 - 12:24

Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation. »


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