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Showing 1071 - 1080 of 4063 results for "Engage"

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them. However ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
At the opening of the Association of Financial Advisers' Thrive conference, AFA president Sam Perera expressed an extremely optimistic outlook about the advice industry's future. "I do believe we are turning a corner, the opportunities we have are tremendous ...

Karen Phin retires from Magellan board

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
The independent non-executive director has flagged her intention to retire from the Magellan board at the conclusion of the company's annual general meeting on October 20. A seasoned executive with over 25 years' experience in the financial ...

Active Super expands digital offering

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
The super fund introduced Super View, a new online data tool allowing members to see the identity, value and weightings of their investments. The tool provides members the ability to see how their money is invested across a range of asset classes and ...

Super funds more likely to recall shares for proxy votes: Research

RACHEL ALEMBAKIS  |  TUESDAY, 20 SEP 2022
... directors facing re-election. While board spills are rare, it is a powerful tool for active owners such as super funds who engage with boards and executive leadership. Many institutional investors operate securities lending programs, in which the beneficial ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ...

UniSuper caps future investment in fossil fuels

RACHEL ALEMBAKIS  |  FRIDAY, 16 SEP 2022
The board of UniSuper has imposed a cap on fossil fuel exposure of 7% and has divested from companies that generate more than 10% of revenue from the extraction and production of thermal coal. UniSuper has issued its fifth annual climate risk report ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... "A smaller, more concentrated portfolio will be cheaper to run, and more manageable for us when looking to identify and engage on responsible investment issues," Gilmore said. "Making this shift in a way that will not have a detrimental impact on investment ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... client outcomes and am I comfortable with them, and do I think I can articulate and stand behind them when I'm trying to engage in this transition?" This comes down to articulating cost versus value, which Bevan said shouldn't be solely based ...

Stop orders placed on property funds

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
ASIC has placed interim stop orders on made interim stop orders on two property funds after failings with their target market determinations (TMDs). The two funds were the Australian Residential Property (ARP) Fund and Private Property Trust No.20. ...