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ESG
Financial planning
Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what c...
Financial planning
The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....
Funds management
With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment....
Funds management
As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG t...
Financial planning
Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....
Funds management
Preqin, an alternative assets data provider, has developed a range of ESG fund performance benchmarks to provide advisers with greater transparency of the alternatives sp...
Funds management
The financial and sustainability impact of companies’ actions is likely to shape asset managers’ voting records as advisers seek funds for their clients who act to invest...
Financial planning
Ahead of the Responsible Investment Association Australia annual conference in May, Zenith Investment Partners' Dugald Higgins shares his thoughts on the evolving sector ...
Financial planning
Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist....
Funds management
The Federal Court has issued its verdict in ASIC's first greenwashing case against Vanguard Investments Australia regarding the use of ESG exclusionary screens....
Financial planning
Financial services class actions are firmly back on the agenda after a ‘brief reprieve’ in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters...
Funds management
In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the w...
Financial planning
Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...
Funds management
A new US ad campaign is criticising Vanguard, which has previously received two greenwashing notices from ASIC, for its alleged role in “fueling the climate crisis” thro...
Funds management
A specialist Australian asset manager has been recognised as one of just eight firms globally to be classed as an ESG leader by Morningstar....
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FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...