Description
Diversity, equity and inclusion (DEI) is a growing focus for the investment industry. In 2022, the CFA Institute launched its DEI Code in the US before expanding to Canada and the UK. The code provides the investment industry with a structured framework through which to develop meaningful and measurable strategies to better manage people in the sector.
Just last month, the CFA Institute and CFA Societies Australia introduced the local iteration of the DEI Code and, while down under to celebrate the launch, CFA Institute’s Sarah Maynard joined Financial Standard managing editor Jamie Williamson to discuss the motivations behind the launch, who’s on board and what’s next for DEI.
The largest cohort in Australia’s history are entering, or about the enter, retirement with the ABS estimating 710,000 Australians will retire in the next five years.
As the superannuation system prepares for this major change, many retirees are considering annuities as a way to ensure an income...
Published 11/20/24
In part two of celebrating this year’s Power50 list, we talk to Fox & Hare Financial Advice co-founder Glen Hare about what being influential means to him. A champion for the profession, Glen has appeared on the Power50 list for the sixth time.
Published 11/13/24