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Showing 541 - 550 of 1270 results for "Ethical"

Faith-based super fund increases fees

ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... notifying them of the admin fee increase. Crescent Wealth invests according to Sharia law, which amounts to a stringent ethical and socially responsible investment approach that excludes investments in several areas including arms and alcohol. "To ensure ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... recommends crashes by 25% and, as the client is a wholesale investor, there is no Statement of Advice. "The code, which governs ethical behaviour and values, would suggest that ethically you should treat this person in a manner consistent with their ...

18 misconceptions about FASEA code

ELIZABETH MCARTHUR  |  THURSDAY, 19 DEC 2019
... have quickly grasped that the changes tend to make sense." He added that the standards within the code do not exceed the ethical standards expected of professions such as law, medicine and accounting. Patterson's 18 misconceptions are: FASEA's guidance ...

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... the year that was since the Royal Commission, Daniels said the overwhelming majority of advisers want a professional, ethical, transparent and sustainable industry. "Decades of constant reform has only served to reduce competition and pave the way for ...

Westpac directors slammed

ALLY SELBY  |  THURSDAY, 12 DEC 2019
... scandal that has erupted following the disclosure of 29 million legal breaches to AUSTRAC, has shown a blatant disregard for ethical culture and behavior," Medd said. Medd blames the board for the bank's systemic money laundering failures. "The board ...

APRA releases MySuper heat map

HARRISON WORLEY  |  TUESDAY, 10 DEC 2019
... how your super has performed over your lifetime, it can't tell you whether your fund invests in accordance with your ethical and philosophical beliefs, and it doesn't tell you what additional services they offer to help you manage your savings." ...

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
... At the same time, Link announced it has secured new or extended mandates with Magellan, TPT Wealth, Vinva, Viburnum and Ethical Partners. He added that the new mandates have been a significant development for the business. "We have been delighted to ...

The secret to super outperformance

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
... employee for responsible investing, in 2018 that number was up to 48% and now that number now sits at 93%. Australian Ethical, AustralianSuper, First State Super, Macquarie and Mercer Super Trust self-reported they had more than five dedicated responsible ...

Ethical super fund shutters themed options

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2019
An ethical superannuation fund founded in 2013 has terminated the majority of its impact-based investment options following a review. Good Super, which was founded by Sargon's Phillip Kingston and Aron D'Souza as a social impact superannuation fund ...

Fee cuts at super fund

KANIKA SOOD  |  MONDAY, 2 DEC 2019
... fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive. Australian Ethical will now charge 40 basis points instead of the prior 50 bps per year as investment fees for its defensive option, which had ...