Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its Edge platform.
BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US.
Alphinity Global recently visited Nvidia's headquarters, trialled Epiroc's drill, and tested Intuitive Surgical's machines, gaining valuable insights on global earnings leaders for their portfolios.
HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser costs.
The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023.
It could make sense for Australian wholesale investors to include corporate bonds in portfolios, with the traditional role of bonds re-emerging in 2023, writes Bruce Murphy.