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Showing 521 - 530 of 886 results for "FOS"

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year. Ethical Advisers' Co-operative (EAC) chair Terry Pinnell said the jump in funds under advice represents a 10% increase ...

VicSuper launches ESG member option

ALEX BURKE  |  TUESDAY, 6 JUN 2017
VicSuper is launching a socially responsible investment option in response to extensive employer and member concerns about climate change, human rights violations and companies involved in potentially harmful activities. The new option follows on from ...

Investors torn over ESG capabilities

EMMA RAPAPORT  |  WEDNESDAY, 17 MAY 2017
The Australian National University has altered its commitment to socially responsible investing after changing the manner in which its domestic equities investments are managed. While the university committed to divesting from several resource and mining ...

J.P. Morgan appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
J.P. Morgan's local chief executive Rob Priestley has stepped down after 15 years in the top spot. Head of global investment banking Paul Uren will replace Priestley as chief executive for J.P. Morgan Australia and New Zealand. Priestley joined the ...

Government fintech agenda spotlights microbanking

ALEX BURKE  |  TUESDAY, 9 MAY 2017
The Federal Government will open the doors to disruption in the banking sector as part of changes to its revised fintech investment agenda. The 2017-18 Budget includes provisions for newer entrants into the banking industry, including the relaxing the ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Robo-advice is now more accessible for accountants via a new program introduced by digital investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them ...

PIMCO launches ESG bond fund

ALEX BURKE  |  TUESDAY, 11 APR 2017
PIMCO is rolling out its first environmental, social and governance-screened global bond fund to Australian investors. The PIMCO ESG Global Bond Fund's investment screen is based on three processes: exclusion of companies that don't meet PIMCO's ESG ...

LGS reinstates responsible investing restrictions

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
Industry superannuation fund Local Government Super is strengthening its commitment to responsible and sustainable investing by reinstating its investment restriction on nuclear energy and uranium industries. LGS removed investment restrictions on certain ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...