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Showing 1 - 10 of 159 results for %22Money Works%22

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... "Financial advisers mainly use managed accounts as a core, long-term portfolio allocation solution, dedicating 60% of new client money to core investments, 55% of that core to managed accounts and they plan to keep the investment for an average of 7.8 ...

ASIC cracks down on scammers

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... news articles and deepfake videos to convince people that celebrities and well-known public figures are making huge sums of money using online investment trading platforms, when in fact it is a scam." Reports to Scamwatch indicated the most prolific ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... opportunities this partnership will bring to delivering even better solutions our valued partner firms." Scarcity said it raised the money from family offices and high-net-worth investors and its owners. "Evidentia's deep domain expertise in financial ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Capital. Endeavour Securities was the responsible entity. The Federal Court later found the directors of the scheme had used money sought from investors for their personal use, including signing off on significant loans for one another. Anderson was ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... (clients) who are diligently setting funds aside for their kids have expressed that their kids don't have the tools to manage money," TWD financial adviser Dawn Thomas said in launching the initiative. It will host a session for parents and grandparents ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... $50,000 through a fake trading platform. According to his interview with A Current Affair, some of his loved ones also lost money, including his wife and best friend. He told the program that he had been "in the [financial planning] game for 35 years" ...

Spaceship secures $6m, plans new offering

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2023
... Moore said the company is in an exciting place. "As a company transforming the way young people think about and invest their money, we're often at the forefront of industry change," he said. "We're always up for the opportunity and challenge ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
... to their superannuation savings, have the most savings at stake, and they're considering where they might put their money in the retirement phase," he said. "There is no performance test to ensure, for many people what might be hundreds of thousands ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... super funds about fee discipline have uncovered the need for internal teams to independently prove they're getting value for money fee outcomes from their own investment staff. "Many funds have strong partnerships with their fund managers and the loyalty ...

High super balance tax needs work: Podcast

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
... explained if a couple had a joint super balance of $5 million but kept $4 million in one partner's name and $1 million, money can't be easily moved around. "You can't subtly take out $2 million from the larger balance and add it to the lower ...
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