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Showing 1 - 10 of 100+ results for "Evolve"

Actuaries Institute devises director skills checklist

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... skills and capabilities, and board appointments", according to the paper. Boards are not made overnight, Rafe said: "They evolve over time, as directors come and go... Boards therefore need to have a long-term plan involving director assessment and skills/capabilities ...

Stewart Investors launches fund, drops fees

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Stewart Investors is bringing its Worldwide Leaders Sustainability Fund to retail investors, with significantly lower fees. Management fees on the fund will be 0.45%, down from 1.15%. The fund manager said the reduction is made possible by years of ...

Regulation, industry to curb greenwashing

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
The funds management industry, along with policymakers, must improve classifications of sustainable funds to prevent greenwashing, according to the International Monetary Fund (IMF). The IMF's Global Financial Stability Report said that $20 trillion ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... clients, but also to accelerating the growth of our business. We are excited by the prospect of Connectus helping our business evolve in a way that we could not have achieved on our own." Focus co-founder and chief operating officer Rajini Kodialam said ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... postponed, but that the association still wanted to recognise great advice. The awards were handed out at the recent AFA Evolve Conference. The Great Advice Awards acknowledge stories from financial advisers about the successful outcomes they have delivered ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... trouble with the financial complaints body. As part of a panel of experts at the Association of Financial Advisers 2021 Evolve Conference, Australian Financial Complaints Authority lead ombudsman for investments and advice Natalie Cameron told advisers ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... front foot with clients and explain what is going on and offer solutions," he said. "Be aware that this test is going to evolve, the benchmarks are going to evolve."

Metrics hires three senior leads

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
... infrastructure owners in Sydney and London with their transition to a low carbon economy will be key as we continue to evolve our approach to ESG integration," he said. Altogether, seven new hires have recently joined the firm - four analysts and three ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... client portal with another one in 3 (35.1%) planning to get one in the next 24 months," the report read. "Client portals evolve the client-adviser relationship beyond in-person interactions. They provide an always-available and omni-present reminder ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
Vanguard Australia has named a new managing director as Frank Kolimago heads overseas for a global role. Daniel Shrimski will leave his current role of chief financial officer for Vanguard's international business, to be the managing director for Australia. ...
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