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Showing 21 - 30 of 52 results for %22Ethical Advisers Funds Management%22

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
... ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. The SMAs will screen out investments in oil, tobacco, weapons, heavy polluters, gambling and coal while targeting healthcare ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... didn't end there for the $6.4 billion fund firm, who were also cited for the best digital campaign of the year. Australian Ethical had a big night, taking out both the Social Innovation of the Year and Social Media Campaign of the Year categories. ...

Beware: Zombie ETFs

KANIKA SOOD  |  THURSDAY, 16 MAY 2019
... Fund, three ETF Securities products (physical palladium, platinum and precious metal), and three UBS IQ products (Japan ethical, USA ethical and research preference Australian share). The funds under management across the nine funds range from $1.7 million ...

Kelaher to leave IOOF

ELIZABETH MCARTHUR  |  THURSDAY, 4 APR 2019
... environment and demonstrated an unwavering dedication to serving our clients and supporting their advisers." Australian Ethical divested its $8.8 million stake in IOOF in January this year. Its head of ethics research Stuart Palmer said the decision ...

Responsible investment guide launched

KANIKA SOOD  |  WEDNESDAY, 28 NOV 2018
... expectations of responsible managers. The last section offers a quick guide for advisers to incorporate responsible and ethical investment advice in their practice and a list of resources. AXA IM and RIAA representative are organising seminars in four ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... have left the funds and were no longer receiving services. There's also evidence trustees didn't monitor its advisers contractually obliged to provide specific advice - and any monitoring was either "non-existent or ineffective." Further, Hodge ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... vehicles help align to values, she said. Meanwhile, millennials shouldn't be underestimated in this context. For millennials, ethical investing goes beyond climate control. Millennials believe they don't have to sacrifice returns in order to make an ...

XTB launches ESG fixed income portfolio

KANIKA SOOD  |  MONDAY, 23 APR 2018
... investments but a risk profile that is safer than equities and hybrids. It will charge an investment management fee of 0.275%. Ethical Investment Advisers principal financial adviser Karen McLeod has supported XTBs, in a statement released by the manager. ...

Responsible investment here to stay: Experts

DARREN SNYDER  |  THURSDAY, 1 FEB 2018
One of Morgan Stanley's head researchers is challenging the myth that sustainable, ethical or responsible investing ultimately leaves investors short-changed. Morgan Stanley head of wealth management research Nathan Lim said when you compare the average ...