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Showing 371 - 380 of 1299 results for "Values"

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... outstanding track record of assisting their client to achieve their financial aspirations, which aligns with our company values," Clime chief executive Annick Donat said. The transaction also presents new opportunities to Clime, she added. This acquisition ...

Morrison & Co appoints inaugural partners

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... & Co," Newfield said. "What we find is that when we bring those different perspectives together in an environment that values collaboration and truth-seeking, we can achieve investment outcomes that are superior to those any of us could deliver alone." ...

Russell Investments launches ESG managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... However, today advisers are experiencing an increasing demand from clients to be invested in ways which align with their values, particularly from those clients who are environmentally conscious," Russell Investments head of adviser and intermediary ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... welcome Rothgard to the Fitzpatricks Private Wealth community of Lead Advisers. Genuine partnership begins with shared values and purpose. Our partnership with Rothgard's like-minded advice principals bolsters a shared vision of advice as a true ...

Heritage Bank, People's Choice proceed with merger plans

CHLOE WALKER  |  TUESDAY, 19 APR 2022
... customer-owned banking organisation," Heritage chair Kerry Betros said. "The board is committed to ensuring that we remain a strong values-driven organisation that is dedicated to mutuality, our members, employees, and the communities that we operate ...

ETF growth slows but investors remain resilient

ANDREW MCKEAN  |  WEDNESDAY, 13 APR 2022
... valuation of $135.4 billion, a whisker from the highs recorded in December ($136.9 billion). Aside from the increase in asset values, the BetaShares review also found ETF investors had returned with more confidence to the market. There was a net inflow ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... into the role, managing a self-licensee solution that provided autonomy, certainty, and flexibility, and reflected the values of the broader Lifespan Financial Planning community. Lifespan Partnership's self-licensee solution is suitable both for current ...

AustralianSuper, LUCRF Super agree to SFT

JAMIE WILLIAMSON  |  MONDAY, 11 APR 2022
... group executive membership and brand Rose Kerlin said the merger is a positive for members of both funds "given our shared values and a focus on delivering great outcomes for members". "AustralianSuper's absolute priority in everything we do, including ...

North ESG AUM boasts rapid growth

CHLOE WALKER  |  MONDAY, 11 APR 2022
... ever increasing demand for investments which take into account ESG factors and allow for the alignment of investing with values," AMP director of platforms Edwina Maloney said. "It's why the North team is committed to providing advisers and clients with ...

Australian Ethical, Christian Super explore merger

JAMIE WILLIAMSON  |  WEDNESDAY, 6 APR 2022
... seeking a partner that can "deliver holistic improved financial outcomes for members and share its vision and approach to values-based responsible investing, retaining what has contributed to the fund's leadership in ethical and impact investing ...