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Showing 71 - 80 of 569 results for "Ours"

Climate change to create 'portfolio manager 2.0':Robeco

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As the environmental landscape changes and the convergence of climate change and natural loss spark reactions from policymakers, portfolio managers and investors must transform their skill sets. Speaking at the Australian Institute of Superannuation ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Are indexes the next target for greenwashing investigations?

RACHEL ALEMBAKIS  |  TUESDAY, 8 AUG 2023
ASIC's latest action against Vanguard for allegations of greenwashing in a bond fund raises the question of whether the market regulator will crack down on index providers and other third-party service providers for greenwashing as well. Last month ...

HESTA moves 10% of portfolio in-house

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
HESTA has significantly grown its in-house capability, resulting in the fund now handling nearly $7 billion or 10% of its portfolio internally. The news comes 18 months after the $74 billion super fund launched its internalisation strategy. In December ...

eToro sued by ASIC

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
ASIC has launched legal proceedings against eToro, alleging breaches of design and distribution obligations regarding its contract for difference (CFD) product. The case focuses on the appropriateness of eToro's target market, and the screening ...

Aware Super details new term deposit option

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
Aware Super members with at least $15,000 in their account can now invest their super directly in term deposits, locking in rates currently as high as 5.25%. In April, Financial Standard flagged Aware Super was introducing a term deposit investment ...

Vale Michael Murray

CHLOE WALKER  |  TUESDAY, 25 JUL 2023
... counsel was invaluable to me. "Undoubtedly, Mike touched many of your lives across his stellar 27-year career, as he did ours." Murray joined Australian Ethical in 2016, having previously served as a portfolio manager for ethical and ESG aware clients ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
Bringing an end to years of speculation and sales discussions, Westpac will retain its platforms business, saying it intends to "aggressively compete" in the space. Despite having carried out a lengthy and competitive sales process, Westpac is going ...

ClearView appoints chief executive

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
The financial services group has appointed Nadine Gooderick to the role, with current managing director Simon Swanson set to retire after a 12-year tenure. Swanson will step down at the end of June, at which time Gooderick, currently the firm's ...