Creating a values-based financial advisory firm: FPA CongressBY RACHEL ALEMBAKIS | MONDAY, 2 DEC 2019 11:48AMGiving a presentation on how to create, foster and maintain a value-based advisory firm would be timely in the wake of the Hayne Royal Commission as well as the newly introduce FASEA Code of Ethics, but in the immediate aftermath of claims by AUSTRAC that Westpac committed 23 million breaches of the anti-money laundering and counter-terrorism financing act, a talk on the subject became so timely as to appear serendipitous. |
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Perpetual's Trillium shutters two funds
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AllianceBernstein overhauls thematic equity team
AllianceBernstein has overhauled its global equity team focused on achieving environmental and social outcomes, appointing a new lead for the division and announcing the exit of two long-serving portfolio managers.
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