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Showing 591 - 600 of 1283 results for "Ethical"

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... manage client money." "It is exciting to be able to bring our offering to market in earnest with an emphasis on a genuinely ethical and long term approach to wealth creation."

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
... outperformed the index, three were ESG funds (Alphinity Sustainable Share Fund, AMP Sustainable Share Fund and Australian Ethical Diversified Shares). The research also looked at superannuation funds and their Australian share options in workplace super. ...

Boutique distribution lead departs

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
... role at Fortius for just over a year, having joined from Uniting Financial Services where she was investment manager, ethical investments. Confirming the appointment, Viridian chief investment officer Piers Bolger said: "It is fantastic to have someone ...

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 ...

Association policy lead to join Treasury

ELIZABETH MCARTHUR  |  THURSDAY, 15 AUG 2019
... work on the Financial System Inquiry, the 2016 superannuation reforms, the establishment of FASEA and its educational and ethical standards, the Royal Commission and the Productivity Commission's superannuation review. George provided a summary and analysis ...

Super trustees to formulate whistleblower policies

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... come forward, reveal and address misconduct occurring within companies, deter wrongdoing within companies and foster an ethical culture. The Whistleblower Protections Act was passed by Parliament on 19 February 2019. It received royal assent on 12 March ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
... that this exam was to get rid of a third of advisers by bellcurving the result, it is to test that advisers know their ethical and legal obligations. What it has shown (as I have long believed) is that most advisers understand both, and it is only a ...

Inaugural FASEA exam results in

KARREN VERGARA  |  THURSDAY, 8 AUG 2019
... 20 June to 24 June. Candidates were tested in three areas: financial advice regulatory and legal obligations; applied ethical and professional reasoning and communication; and financial advice construction. Under new financial adviser requirements within ...

TPB welcomes independent review

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... review is to ensure that tax agent services are provided to the public in accordance with appropriate professional and ethical standards. The review will involve consultation with representatives from the accounting, taxation, consumer advocacy and education ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... Partners for about a year, and was managing director of The Data Institute, which aims to improve data governance and the ethical use of artificial intelligence. "We look forward to benefitting from Amanda's expertise in this space as we explore ...