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Showing 631 - 640 of 1319 results for "Values"

Pinnacle buys stake in Coolabah

KANIKA SOOD  |  THURSDAY, 12 DEC 2019
Pinnacle Investment Management has bought a 25% stake in Christopher Joye's credit boutique in a transaction that values it north of $116 million. Pinnacle is paying $29.1 million for the interest. An extra $5 million is subject to the Coolabah ...

The secret to super outperformance

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
... moving super or other investments to another provider if their current fund engaged in activities not consistent with their values." The rates of disclosures have been steadily increasing. While disclosure of full holdings is still rare at 12%, 32% of ...

Update on FASEA code guidance on the way

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... stepping back and asking whether what they are charging is consistent with what the code is trying to achieve across its values and standards." He said the update to the guidance would seek to clarify standard 3 but made it clear that FASEA wants the ...

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... statement, the mission statement - I get confused with those two by the way - the client value proposition and your core values." She said standard three should force planners to think which products their business puts on their approved product lists ...

First green bond ETF listed

ELIZA BAVIN  |  FRIDAY, 29 NOV 2019
... vary widely, we're finding investors want to know that their money is being invested in a way that aligns with their values, rather than ethical in name alone. The screening process each bond must pass enables GBND to offer 'true to label' ...

Super fund PDSs to include single cost of product figure

HARRISON WORLEY  |  FRIDAY, 29 NOV 2019
... product disclosure statements. The update to RG97 requires super funds and managed investment product issuers to re-group values in the re-named fees and costs summary to more clearly specify which fees and costs are on-going, and which are based on ...

AFCA reveals approach to Code of Ethics compliance

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... adviser conduct and ensure they place their clients' interests first and that they act in a way that is consistent with the values and standards expected of a member of a profession, Smith said. "Fairness underpins everything we do at AFCA. In assessing ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... topics to be discussed at the Congress include how culture leads performance, building trustworthy networks, how to create a values-based firm and the latest developments in the SMSF sector. The 2019 FPA Congress kicks off tomorrow and runs through Friday ...

New head of investments at MLC

ELIZABETH MCARTHUR  |  TUESDAY, 26 NOV 2019
... Armitage said. "There is strong philosophical alignment between Al's approach and MLC's investment practices and values, and we look forward to him coming onboard." Clark has already joined MLC and Gosling will remain until the end of December. ...

Many benefits to going your own way: CMC Markets

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... diligence process is part of what they must be prepared for. He explained CMC Markets only works with advisers who align to its values. "We need to know that they are compliant. We need to see that they run a completely clean book," Shade said. By that ...