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Showing 721 - 730 of 2688 results for "Practices"

New head of ESG at American Century

ELIZABETH MCARTHUR  |  TUESDAY, 11 JAN 2022
... difference through their investments, and Sarah will play an important role in advancing our ESG and sustainable investing practices."

IFM Investors PE portfolio carbon neutral

CHLOE WALKER  |  TUESDAY, 11 JAN 2022
... teams, customers and other stakeholders. "Cultivating purpose-driven cultures, promoting fair and inclusive workplace practices, and reducing our portfolio's carbon footprint are key elements of our responsible investment approach and integral to creating ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... business structuring and succession. Clients of TDL have traditionally been accounting, financial planning and other legal practices, as well as SME's and HNW clients who are seeking a high-quality legal service. Sequoia said it plans to launch additional ...

FSC names acting chief executive

KARREN VERGARA  |  THURSDAY, 16 DEC 2021
... Loane was grilled at the Hayne Royal Commission where she struggled to answer basic questions about the dodgy sales practices of life insurers.

Melinda Howes bids farewell to BT

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... executive of the Actuaries Institute, director of product strategy and services at AMP and director of policy and industry practices for the Association of Superannuation Funds of Australia (ASFA). Howes also now sits on the board of ASFA, having joined ...

Longo's ASIC less aggressive: Report

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
... greatest harm, including the protection of vulnerable consumers facing hardship or who may be vulnerable to scams and sharp practices." Australia's softening regulatory approach is out of line with what is happening overseas. The UK's Financial Conduct ...

Quinbrook acquires battery storage specialist

JAMIE WILLIAMSON  |  TUESDAY, 7 DEC 2021
... partner David Scaysbrook said. "The transactional velocity and complexity will quickly overwhelm the ability of current practices to cope with the scale of the transition now underway. We believe Habitat is truly ahead of the game in devising 'state ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... with MLC. Lonsec has also added two transition consultants. These are newly created roles to assist financial advice practices. Brendan Tully and Sean Newman have each been appointed as transition consultants. Tully was most recently advice review regional ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... managed accounts are seeing the efficiencies - particularly in not having to do Records of Advice. "There are not many practices that have been able to implement a managed accounts solution across all clients," he said. "It's the adoption of the ...

WTW Australia names head of sustainable investment

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
... portfolio strategies for our clients. Given the greater emphasis across institutional investing for more sustainable practices and the wider commitment to net zero, this new role is a logical progression for him," WTW Australia head of investments Aongus ...