ESG

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....

Funds management

Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...

People & Products

Multiboutique asset manager Warakirri Asset Management has appointed a head of sustainability, a newly created role for the business....

Funds management

Three investment managers are among the first 12 Australian organisations to state they intend to start making disclosures aligned with the global Taskforce on Nature-rel...

Funds management

The Treasury has opened a consultation on the final policy design of corporate climate-related financial disclosure requirements, outlining what companies and super funds...

Funds management

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...

Expert Analysis

The importance of fund managers being authentic in their approach to these investment principles and 'walking the talk' has never been important, writes Damian Cottier. ...

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

The Responsible Investment Association Australasia has announced the appointment of two co-chief executives, following the departure of Simon O’Connor after over a decade...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago