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Showing 81 - 90 of 235 results for "Advisers"

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 ...

BetaShares SMAs list on Netwealth platform

RACHEL ALEMBAKIS  |  THURSDAY, 27 OCT 2022  |  NEWS
... (ETHI) and the BetaShares Sustainability Leaders Diversified Bond ETF - Currency Hedged (GBND). "Demand from financial advisers for true-to-label responsible investment solutions continues to grow as investors increasingly seek out ways to align their ...

No ESG drag seen in performance test results

RACHEL ALEMBAKIS  |  THURSDAY, 1 SEP 2022  |  NEWS
... would be allowed to consider the religious affiliation of a super fund in assessing its annual performance. Frontier Advisers principal consultant David Carruthers said that an overall review of the performance test that picks up on aspects specific ...

La Trobe Financial certified by Climate Action

RACHEL ALEMBAKIS  |  TUESDAY, 16 AUG 2022  |  NEWS
... businesses to drive voluntary climate action. La Trobe Financial achieved carbon neutrality in 2021, working with independent advisers Carbon Neutral to measure its emissions activities, and offsetting its carbon footprint through investments made in ...

ESG managed accounts drive strong growth: BT Panorama

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 JUL 2022  |  NEWS
... the platform to 12. "The thing about the diversified portfolios is that they speak to a whole-of-portfolio solution for advisers," noted BT head of managed accounts Zac Leman. "Diversified managed portfolios are seeing strong flows, and they were the ...