Search Results | Showing 41 - 50 of 172 results for %22Money Smart%22 |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... $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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... smart policy. ISA's plan will fix multiple accounts, weed out underperforming funds, and most importantly, deliver more money for workers." |
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