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Showing 181 - 190 of 1698 results for "ETHI"

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
Future Group is undertaking an organisational restructure to consolidate the operations of its subsidiaries, smartMonday, GuildSuper, and Verve Super, leading to job cuts. Future Group chief executive Simon Sheikh said in a letter to investors that ...

SIX launches share platform

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
A former co-founder of Future Super has launched Sustainable Investment Exchange (SIX), a share trading platform that combines activism and investing. SIX is co-founded by Adam Verwey, a former co-founder of Future Super, and Sophie Hall, an experienced ...

ASIC issues interim stop orders against Keystone

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Keystone Asset Management has been told to stop offering the Shield Master Fund due to concerns about misleading statements and inadequate disclosures in the fund's documentation. ASIC issued interim stop orders against Keystone Asset Management, saying ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...

Australian Ethical, Infradebt to launch infrastructure debt fund

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
Australian Ethical and Mike Cannon-Brookes-backed Infradebt are launching a debt fund to finance renewable energy projects, alongside ventures in social infrastructure and property development. The infrastructure debt fund will provide capital to solar ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Several major superannuation funds such as UniSuper, Aware Super, and Equip Super continue to invest in global weapons companies despite growing concerns among members, particularly as the Israel-Hamas war escalates. This includes France's Thales ...

Australian Ethical super chief goes for growth in 2024

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
Australian Ethical is transitioning its administration to Grow Inc in 2024, while also aspiring to accelerate growth in response to an increasing preference for ethical investments, says chief executive of superannuation Ross Piper. In an interview ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
Funds under management for ethical, responsible and sustainability-themed ETFs surged by more than 24% during 2023, amid a strong year for ETFs broadly. Betashares' latest Australian ETF Review calculates the local ETF industry at a total industry ...

Australian Ethical FUM hits $9.67bn

ANDREW MCKEAN  |  THURSDAY, 18 JAN 2024
Australian Ethical reported funds under management (FUM) of $9.67 billion at the end of 2023, buoyed by positive net flows and investment performance. In the final quarter of 2023, Australian Ethical posted positive net flows of $145 million, primarily ...