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Emissions data demand drives tech growth

ROSE MARY PETRASS  |  TUESDAY, 4 JUN 2024
... largest private markets emissions data network with US$3.5 trillion in assets under management. Founded in 2020, Pathzero now has initial emissions data for more than US$3.5 trillion of the US$13.1 trillion in global private markets assets, according ...

Clearway wins distribution mandate

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
Clearway Capital Solutions has partnered with a global fund manager to bring Asia-focused strategies to local wholesale and institutional investors. The distribution specialist is taking Matthews International to the Australian and New Zealand markets. ...

Australian Ethical updates investment guide

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... empowering people to pursue interest and projects they value both individually and collaboratively. The negative factors it will now consider include the way companies may produce products that are harmful to human health, discriminate or restrict human ...

Super Members Council appoints inaugural chair

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2024
... Australia, Rugby Australia and the Australian Sports Commission. "Australia's super system is the envy of the world, and we are now beginning to see it bear fruit as more Australians retire with more super giving them financial flexibility and economic ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... partner and principal adviser of Sovereign Wealth Partners for nine years. Insight Private Wealth principal Sam Stillone is now the head of growth. Former Shadforth Financial Group co-founder and director Jim Kilkenny now serves as chair. More than 1000 ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... will shortly expand to seven. The advice industry is in a perfect storm given the unmet demand for advice, Baby Boomers are now more aware of their complex needs, and there are not enough advisers to supply the service, he said. "Financial advice is ...

Preqin launches new term intelligence tool

ELIZA BAVIN  |  FRIDAY, 31 MAY 2024
... on, they may provide limited insight into market practices because they only have access to their own firm's past records. "Now with Term Intelligence, investors can conduct thorough pre-investment due diligence on fund terms, with the assurance that ...

ASIC tells super funds to 'step it up'

ELIZA BAVIN  |  FRIDAY, 31 MAY 2024
... with a large number still to come, super funds need to deliver good service. "We need super fund trustees to step up right now and step in to making sure they put good outcomes for members at the heart of everything they do," she said. "Members need ...

Vision Super chair departs

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... Australian Chamber of Commerce and Industry, Victorian Chamber of Commerce and the Australian Thai Business Council. Casey Nunn is now deputy chair. She has served on the board since 2017.

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
A former Capstone Financial Planning adviser who forged clients' signatures to steal from them is now permanently banned. Christopher Nairn was found by ASIC to have falsified numerous documents by forging client signatures to gain access to and misappropriate ...