Search Results

Showing 261 - 270 of 442 results for "adviser"

Hejaz Financial Services predicts $100m growth in 2022

RACHEL ALEMBAKIS  |  THURSDAY, 3 MAR 2022  |  NEWS
... cite the examples of becoming a dealer group and operating with authorised representatives, as well as building their adviser channel. Hejaz is working with Sharia scholars on how the products comply with faith-based standards as well. "We are screening ...

NSW rail operator signs $1.8 billion green sustainability linked loan

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 MAR 2022  |  NEWS
... Coordinators for the GSLL. DNV acted as Verifier and Second Party Opinion provider. RBC Capital Markets acted as financial adviser for the transaction. King & Wood Mallesons (KWM) acted as legal advisers for the borrowers and White & Case represented ...

Platforms increasing ESG products, research: Investment Trends

RACHEL ALEMBAKIS  |  THURSDAY, 24 FEB 2022  |  NEWS
Platforms are rapidly increasing ESG research, tools and products to meet consumer demand, according to research from Investment Trends. Investment Trends has released the annual Platform Benchmarking Report, with focus areas included supporting advisers ...

Australian Ethical sees net inflows surge upward

RACHEL ALEMBAKIS  |  THURSDAY, 24 FEB 2022  |  NEWS
Australian Ethical Investment's net inflows rose 42%, with funds under management up to $6.94 billion as of the end of the first half of the financial year. Half hear operating revenue rose 38% to $35.2 million, compared to the six months ended ...

U Ethical makes two board appointments

RACHEL ALEMBAKIS  |  WEDNESDAY, 23 FEB 2022  |  NEWS
U Ethical has appointed Annette King and Robin Burns to its board of directors. King brings more than 18 years' experience in directorships, including roles at MLC Australia, Swiss Re, AFG and FNZ Group. She also has over 10 years in CEO or general ...

The challenge of evaluating impact investing's fundamentals

RACHEL ALEMBAKIS  |  WEDNESDAY, 23 FEB 2022  |  NEWS
... advisers are the "bridge" between the client and their goals and the funds or strategies they select, Higgins said. "The adviser has got three main tasks they can bring," he said. "Firstly is to translate client's priorities into a strategy. It's impractical ...

Inflows to sustainability options on BT platforms double

RACHEL ALEMBAKIS  |  THURSDAY, 17 FEB 2022  |  NEWS
Net inflows into sustainable investment options have more than doubled in the year to June 2021, BT reported in its quarterly update. There is strong demand from advisers for ESG solutions - 82% of advisers are interested in ESG solutions for their ...

Proxy adviser reforms overturned by Senate

RACHEL ALEMBAKIS  |  THURSDAY, 10 FEB 2022  |  NEWS
... quality advice that supports investors and millions superannuation fund members is maintained." Glass Lewis, another proxy adviser, was also pleased. "We are pleased with the news that the Australian Senate voted to overturn the proxy advisor regulations ...

Oliver Wyman appoints ex-Westpac exec as special adviser

RACHEL ALEMBAKIS  |  WEDNESDAY, 9 FEB 2022  |  NEWS
Oliver Wyman has appointed Lyn Cobley as senior adviser, with responsibility in driving "real change in sustainability." Cobley, ex-Westpac Institutional Bank Chief Executive, will work closely with Oliver Wyman's Australia practice. "Lyn's ...

Baker McKenzie hires special counsel from industry super fund

RACHEL ALEMBAKIS  |  THURSDAY, 3 FEB 2022  |  NEWS
... and transactional advice to our clients. Dardamanis has 17 years of experience practising law and is a specialist SMSF adviser, a chartered tax adviser, and a member of The Tax Institute's National Superannuation Technical Committee. Baker McKenzie offers ...