Search Results

Showing 231 - 240 of 442 results for "adviser"

Platforms up the ante on ESG products, research

RACHEL ALEMBAKIS  |  FRIDAY, 3 MAR 2023  |  NEWS
... comfort to advisers. "Some examples include HUB24 having partnered with Sustainalytics, and RIAA, and now through their Adviser Hub, advisers can filter and compare managed accounts, ASX listed companies and Australian managed funds and they can look ...

ASIC issues Indigenous Financial Services Framework

RACHEL ALEMBAKIS  |  WEDNESDAY, 15 FEB 2023  |  NEWS
ASIC has acknowledged that First Nations peoples have been "prohibited and excluded from participating in the Australian financial system," and has published an Indigenous Financial Services Framework to support positive financial outcomes for First ...

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
Although inflows to managed funds fell in 2022, ESG equity managed funds were a "relative bright spot," according to Calastone. According to the latest Fund Flow Index from Calastone, fixed income fund inflows shrank 95% from $10.54 billion in 2021 ...

HUB24 launches ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023  |  NEWS
HUB24 has launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting ...

Goodments founder launches ethical research platform for advisers

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... 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 and building sustainable investment options. ...

Acacia Money hires former GetUp! CEO to exec team

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
... Australian Ethical CEO and managing director Phil Vernon. They have also brought on Michael Molitor as senior climate adviser, who has worked for organisations including McKinsey & Company, PwC and the NSW government. "2022 had two main focuses for Acacia," ...

Australians cite ethical investing as advice gap: Investment Trends

RACHEL ALEMBAKIS  |  THURSDAY, 24 NOV 2022  |  NEWS
Australian investors say that they would stop using or switch their financial adviser for not providing advice on ethical/responsible investments, according to research from Investment Trends. Investment Trends has released the 2022 Financial Advice ...

US Dept of Labor green-lights ESG integration

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022  |  NEWS
US-based retirement plans can consider climate change and other ESG factors in their investment processes, according to a rule change by the U.S. Department of Labor (DOL). The announcement comes as the Securities and Exchange Commission fines Goldman ...

Ethical Advice Conference to build knowledge on responsible investment

RACHEL ALEMBAKIS  |  THURSDAY, 3 NOV 2022  |  NEWS
... director of Ethos ESG and a member of Financial Standard 's Power50. "The whole point of the conference is to have adviser-specific content that directly provides information for advisers to make those decisions." As part of the day, Alexandra Brown ...