Search Results | Showing 171 - 180 of 339 results for "adviser" |
| | | ... Sustainability understands that ACSI is still reviewing how the regulations will impact its proxy advice business. "Every proxy adviser in Australia has an unrestricted AFSL to provide general advice only for wholesale investors," said Dean Paatsch ... |
| | | | Proxy advisers and advocacy bodies including the Australian Council of Superannuation Investors (ACSI) have criticised new rules governing proxy advice that will commence in February 2022. Beginning 7 February, all proxy advisers must hold a financial ... |
| | | | ... distribution officer Martin Morris. The report is based on a survey of 2,275 HNW investors. However, when it comes to unmet adviser need, 60% of emerging HNW investors said inheritance and estate planning is their top need, with fewer than 20% saying ... |
| | | | ... responsible or ethical investment practices predominated over short term investment choices. Nathan Fradley, a senior adviser for Tribeca Financial and member of the FS Power 50, noted that oil stocks in particular have rebounded from low points during ... |
| | | | ... showing that about 50% of young investors are looking for ESG ETFs and expect to invest over the next 12 months. From an adviser perspective, data released last week shows financial advisers are seeking more information in this space, and Victor says ... |
| | | | ... Advisers have identified three challenges - ESG, capital protection and mounting compliance burden, according to the 2021 Adviser Product and Marketing Needs Report, a study of asset allocation trends among Australia's financial advisers, their views ... |
| | | | BetaShares has launched four new ethical separately managed accounts (SMAs). This represents a milestone for BetaShares, becoming the first Australian ETF manager to successfully bring an ethical direct equity SMA to market, as well as being the first ... |
| | | | ... However, Mark Carney, UN special envoy for climate action and finance and UK Prime Minister Boris Johnson's finance adviser for COP26, has pointed out in the private finance strategy paper circulated ahead of the summit that "ultimately, if providers ... |
| | | | ... regularly, they have to traverse a great deal of regulatory change, they have to navigate changes. "... Having a trusted adviser that works for the board in the form of a company secretary will be absolutely vital, and I think the role of the company ... |
| | | | ... Waikato Management School, while Rodger Spiller is the managing director and founder of Money Matters, an ethical investment adviser firm in NZ, and the first New Zealand member of the Ethical Advisers' Co-op. Chellie Spiller spoke of integrating wisdom ... |
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