AUSTRALIAN ETHICAL
Financial planning
Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...
Features
With nearly half of financial advisers providing responsible investment advice, ESG questions are becoming a fundamental part of the client discovery stage....
People & Products
Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...
Funds management
Reflecting on the findings of the Responsible Investment Benchmark Report 2023, these executives foresee unlisted and private markets driving the green transition as ther...
Funds management
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 management
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...
People & Products
The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics. ...
Funds management
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....
Funds management
Westpac has come under fire from shareholders over greenwashing with Market Forces describing the firm as a ‘laughing stock’....
People & Products
The Responsible Investment Association of Australasia has appointed Ross Piper from Australian Ethical Investment as its new chair....
People & Products
Australian Ethical Investment chief investment officer, David Macri, is to depart the firm at the end of the year after 14 years. ...
People & Products
Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....
People & Products
Australian Ethical has made three senior hires to its investment committee and announced the launch of an adviser resource hub....
Funds management
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....
Features
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...