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Showing 151 - 160 of 310 results for "Advisers"

ASIC issues Indigenous Financial Services Framework

RACHEL ALEMBAKIS  |  WEDNESDAY, 15 FEB 2023  |  NEWS
... with First Nations people and governments," Leak said. "From the largest asset managers and owners, through to financial advisers and consumers, there is keen and growing interest to support meaningful engagement between financial system participants ...

US attorneys general call out proxy advisers for "woke" agenda

RACHEL ALEMBAKIS  |  WEDNESDAY, 1 FEB 2023  |  NEWS
A coalition of US Republican states attorneys general have sent a letter to two proxy voting advisers, warning them over ESG-related recommendations to their states' investment vehicles including pension funds. Texas Attorney General Ken Paxton and ...

ESG managed funds large portion of total Australian flow

RACHEL ALEMBAKIS  |  WEDNESDAY, 25 JAN 2023  |  NEWS
... ahead." Calastone analysed over half a million buy and sell orders every month from January 2019, tracking capital from advisers, platforms and as it flows into and out of managed funds. More than 95% of Australian managed fund flows pass across the ...

HUB24 launches ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023  |  NEWS
... collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting metrics for selected managed funds as well as more than 350 Australian-listed ...

Goodments founder launches ethical research platform for advisers

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... of fintech Goodments has launched another SaaS platform aimed at providing ethical investment research for financial advisers, investment brokers and accountants. Ethic Adviser is a digital tool to assist advisers in engaging their clients on sustainability ...

Acacia Money hires former GetUp! CEO to exec team

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... financial data. Recently, Acacia hired Toby Gray as head of impact and governance. Acacia has also signed up a number of advisers to "help ensure the integrity of Acacia's research approach," including former Australian Ethical CEO and managing director ...

Australians cite ethical investing as advice gap: Investment Trends

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... 2022 Financial Advice Report, looking at the changing advice needs of Australian adults, their main concerns, and how advisers and super funds can best support clients. More than 10% of retail investors said they would stop using or switch their adviser ...

US Dept of Labor green-lights ESG integration

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022  |  NEWS
... conduct but agreed to a cease-and-desist order, a censure, and a US$4 million fine. "In response to investor demand, advisers like Goldman Sachs Asset Management are increasingly branding and marketing their funds and strategies as 'ESG,'" deputy director ...

Ethical Advice Conference to build knowledge on responsible investment

RACHEL ALEMBAKIS  |  THURSDAY, 3 NOV 2022  |  NEWS
... "unconfident to competent" in answering responsible investment queries from retail investors is a key knowledge gap for advisers, according to the founders of next week's Ethical Advice Conference. The Ethical Advice Conference is a half-day virtual ...

Hejaz Financial Services funds certified responsible invesments

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 NOV 2022  |  NEWS
... Organisation has a demonstrated, formal commitment to responsible investment, and 8. Organisation educates consumers, financial advisers and the general public on why responsible investment is important. "RIAA's Responsible Investment Certification ...