Search Results | Showing 61 - 70 of 254 results for "adviser" |
| | | ... point is, we've got to a position where we have people engaged in investment, and they're coming back from a client and adviser perspective saying, demonstrate for me the actual impact - that's the key." Separately, New Zealand-based fintech of fintech ... |
| | | | ... expectations, and no doubt the expectations of regulators have ramped up." The ASIC information sheet has relevance to the adviser industry as well, with Ethical Invest Group founder and lead facilitator of the Ethical Advice Accelerator Alexandra Brown ... |
| | | | ... that are looking for learning resources for ESG or impact investing, men are much more likely to go to their financial adviser or company and women are much more likely to ask a family member or friend about it," Hughes said. "But if you look generationally ... |
| | | | ... proposed changes, funds and advisers would provide more specific disclosures in fund prospectuses, annual reports, and adviser brochures based on the ESG strategies they pursue. "I am pleased to support this proposal because, if adopted, it would establish ... |
| | | | ... customise the portfolio and exclude the stock from the portfolio, or replace one company with another. "An individual adviser can utilise the technology to deliver personal screening requirement without having to manipulate the portfolio itself, and ... |
| | | | Ethical investment advisory firm Ethinvest has a new office in Canberra as adviser Dave Rae joins the firm. Rae joins Ethinvest from Federated Financial Services. "I'd estimate that at the moment, probably 80% or higher of my clients are in some way ... |
| | | | ... strategy after joining from Vanguard Australia. The move also supports Australian Ethical's ongoing investment in the adviser channel to meet increasing consumer demand for values-based investing, after adviser-related flows jumped 135% from $61 million ... |
| | | | Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation Stephen Jones said that elected, a Labor government would review the Your Future Your Super (YFYS) performance test because of "unintended and negative consequences" ... |
| | | | Christian Super has signed a memorandum of understanding with Australian Ethical for a potential merger, after having been directed by APRA to merge. Both parties will conduct due diligence prior to confirming merger details, which would see Christian ... |
| | | | ... challenge of the COVID-19 pandemic have been two significant impacts for co-op members, said Tim Fitzpatrick, financial adviser at Ethical Investment Services and a board member of the EAC. "We've been adapting to the changes that have been occurring ... |
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