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Showing 41 - 50 of 172 results for %22Money Smart%22

Women rule ESG, but gap remains

ALLY SELBY  |  THURSDAY, 5 MAR 2020
... space. "While a number of responsible investing representatives and leaders in large institutions are women, decisions on how money is actually allocated in responsible funds are still dominated by men," Steed says. "I would like to see more portfolio ...

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... maintain competence to provide the financial services covered by its licence." ASIC also found that Smart Solutions permitted money laundering and allowed some of its representatives to audit their own advice files. "It also provided false information ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... upon to determine whether they are a sophisticated investor or not. Sophisticated investors are defined by ASIC's Money Smart as investors with a gross annual income of $250,000 or more in each of the previous two years and net assets of at least $2.5 ...

Radio host adviser revealed as alleged fraudster

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
... investment adviser with defrauding hundreds of retail clients out of millions. Keith Springer hosted a radio show called Smart Money with Keith Springer, which is how many of his clients heard of him. The complaint which led to Springer being charged ...

Pinnacle buys stake in Coolabah

KANIKA SOOD  |  THURSDAY, 12 DEC 2019
... $3.3 billion. Roughly 20% of this is on behalf of industry funds, while the remaining is for retail (including its Smarter Money Investments brand) and smaller institutions. "Partnering with CCI is totally consistent with Pinnacle's strategy - we ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... active fixed income houses seem to be willing to bend on fees in exchange for a bigger slice of retail and intermediary money. Over the last three months, Kapstream Capital, Aberdeen Standard Investments and Schroders have all knocked down fees on their ...

What is holding Aussie robo advisers back?

KANIKA SOOD  |  WEDNESDAY, 14 AUG 2019
... options such as ETFs. "Just because a wealth manager has a website and an app doesn't make it a robo adviser [ASIC money smart has a website for example]," Dunnin said. Rainmaker research also found that most robo advisers in Australia were not set ...

Imminent launch for start-up super fund

KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... can engage with their retirement savings via an app. With traditional superannuation, members don't know where their money is invested, Hall said. The new technology solves this by helping members connect with their underlying investments and allows ...

Australian fintech, Deliveroo partner

KRISTI CHENG  |  TUESDAY, 23 JUL 2019
... partnered with Solo & Smart, a mobile app designed for the self-employed in Australia, offering automatic tax savings and money management features. Deliveroo and Solo & Smart are hoping this partnership will help tackle tax debt by offering the ability ...

ISA lays out $416bn super saving plan

HARRISON WORLEY  |  THURSDAY, 18 JUL 2019
... smart policy. ISA's plan will fix multiple accounts, weed out underperforming funds, and most importantly, deliver more money for workers."