Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...
With nearly half of financial advisers providing responsible investment advice, ESG questions are becoming a fundamental part of the client discovery stage....
Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...
Reflecting on the findings of the Responsible Investment Benchmark Report 2023, these executives foresee unlisted and private markets driving the green transition as ther...
Finalists for the Responsible Investment Fund of the Year at the 2023 Fund Manager of the Year awards have spoken to Money Management about what has helped their performa...
Funds under management at the ethical investment manager have increased by 45 per cent since June 2022, rising to $9 billion, as the firm completes its integration with C...
The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics. ...
The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....
Westpac has come under fire from shareholders over greenwashing with Market Forces describing the firm as a ‘laughing stock’....
The Responsible Investment Association of Australasia has appointed Ross Piper from Australian Ethical Investment as its new chair....
Australian Ethical Investment chief investment officer, David Macri, is to depart the firm at the end of the year after 14 years. ...
Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....
Australian Ethical has made three senior hires to its investment committee and announced the launch of an adviser resource hub....
Australian Ethical has announced a 38% increase in operating revenue and funds under management as it targets a high growth strategy and considers M&A opportunities....
With the traditional demographic of ETF investors changing to include more young and female investors, providers are changing the type of products they are launching, wri...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...