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Showing 931 - 940 of 1271 results for "Ethical"

Work harder to fight negative press: AFA

ALEX BURKE  |  FRIDAY, 30 JAN 2015
... However, Houghton believes this is changing. "We have a meeting organised on 17 February to gather together the interested, ethical and passionate planners in order to create strategies and gather awareness before we re-launch the campaign in March," ...

CFA names new president and chief executive

MARK SMITH  |  FRIDAY, 23 JAN 2015
... chief executive of Asia Alternative Asset Partners. Smith will continue to support CFA Institute efforts to champion for ethical behaviour in investment markets. "It's a critical moment for both investors and the professionals who serve them. In his ...

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
A Melbourne adviser is looking to crowd-fund a campaign to promote positive stories about financial planners. Spurred by negative press about the profession, Houghton Strategic Solutions owner and AFA member Melinda Houghton is launching Positivity ...

Instreet acquires ethical platform for responsible investing

ALEX BURKE  |  TUESDAY, 13 JAN 2015
... Club and its flagship Responsible Investment (RI) product, The Emerald Wrap. Tailored to advisers with clients seeking an ethical foundation for investments, the Emerald Wrap will grow its product range and improve customer service under Instreet's stewardship ...

Medcraft backs national adviser exam

MARK SMITH  |  TUESDAY, 13 JAN 2015
... minimum of 40 points annually rather than the current 30. ANZ added that the new framework should place greater emphasis on ethical conduct which could be captured through an increased CPD allocation related to codes of conduct.

ANZ asks for US-style national adviser exam

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
... The Series 7 exam covers areas such as assessing a customer's risk tolerance, suitability of products, disclosure and ethical standards.

Australian Ethical backs NAB Climate Bond

HARRY PAGE  |  THURSDAY, 11 DEC 2014
Australian Ethical is backing the global environmentally focused bonds market by investing in NAB's newly released NAB Climate Bond. The Climate Bond aims to raise at least $150 million for renewable energy facilities. Climate bonds - also known as ...

Murray's FSI: consumers win round one

ALEX DUNNIN  |  SUNDAY, 7 DEC 2014
... option that "disclosure and financial literacy are not enough" and that financial institutions need higher [moral and ethical] obligations to ensure their consumers are given the right advice, sold the right products and placed in the right investment ...

Altius launches ethical bond fund

MARK SMITH  |  THURSDAY, 4 DEC 2014
... include Uniting Financial Services senior portfolio manager Matthew Moore, who sits on the Uniting Church (NSW) Synods Ethical Investment Committee and is a former director of the Responsible Investment Association Australasia and Trevor Thomas from ...

Register to include qualifications, association membership

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... experienced," Treasury said. "We are working with all relevant stakeholders on efficient and effective ways to lift professional, ethical and educational standards across the financial advice industry," the statement added. "As we progress relevant improvements ...