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|... interest." However, Rae is not alone, with others in the industry sharing his interpretation. Ethical Advisers Funds Management recently launched new separately managed accounts which screen out investments in oil, tobacco, weapons, heavy polluters ...|
|... ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. The SMAs will screen out investments in oil, tobacco, weapons, heavy polluters, gambling and coal while targeting healthcare ...|
A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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