Crypto promoter pleads guilty to providing unlicensed financial services

ASIC/crypto/unlicensed-advice/cryptocurrency/

| By Rhea Nath |

An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars.

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ASIC

crypto

unlicensed advice

cryptocurrency

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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T. Rowe Price reluctant to up Australian allocation

T.-Rowe-Price/australian-equities/multi-asset/asset-allocation/

| By Laura Dew |

Funds management

T. Rowe Price believes Australian growth is successfully managing to shrug off consumer weakness, but the firm’s multi-asset team is not yet positive enough to increase its underweight position.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Operating as Entireti: Fortnum CEO unpacks new parent brand

fortnum-private-wealth/Neil-Younger/licensees/FSC/AFSL/

| By Jasmine Siljic |

Financial planning

With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the firm’s new direction and future expansion.

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fortnum private wealth

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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‘Back in black’: New entrants turn YTD adviser numbers positive

Wealth-Data/new-entrants/adviser-numbers/

| By Jasmine Siljic |

Financial planning

Financial adviser numbers are “back in black” for the year to date, thanks to 50 new entrants joining the industry over the last four weeks.

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Wealth Data

new entrants

adviser numbers

AUTHOR

Jasmine Siljic

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Fidante closes Aussie small-caps affiliate

NovaPort/Novaport-Capital/Fidante/small-cap/equities/

| By Rhea Nath |

Funds management

Fidante affiliate NovaPort Capital has announced the closure of its small cap and micro-cap funds, citing expected declining flows.

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AUTHOR

Rhea Nath

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Relative Return: What can we learn from behavioural finance?

Podcast/Relative-Return/equities/small-cap/

| By Laura Dew |

Editorial

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Over 1 in 10 Aussies plan to pass down $1m and more

Adviser-Ratings/wealth-transfer/intergenerational-wealth/financial-advice/

| By Jasmine Siljic |

Financial planning

Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million or more.

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Adviser Ratings

wealth transfer

intergenerational wealth

financial advice

AUTHOR

Jasmine Siljic

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Count equity firm makes Qld acquisition

Countplus/mergers-and-acquisitions/M&A/Hugh-Humphrey/

| By Jasmine Siljic |

Financial planning

An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum.

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Countplus

mergers and acquisitions

M&A

Hugh Humphrey

AUTHOR

Jasmine Siljic

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Sequoia calls in Takeovers Panel over shareholder dispute

Sequoia/Sequoia-financial-group/takeovers-panel/

| By Laura Dew |

Financial planning

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of
shareholders seeking to oust its chief executive.

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Sequoia

Sequoia financial group

takeovers panel

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Jones commits to passing QAR within a year

Stephen-Jones/quality-of-advice-review/financial-advice/Blake-Briggs/

| By Laura Dew |

Financial planning

Minister for Financial Services, Stephen Jones, has said he did not expect backlash to changes around advice fee deduction and believes the second tranche will have greater impact, committing to enact it by May 2025.

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Stephen Jones

quality of advice review

financial advice

Blake Briggs

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Crypto promoter pleads guilty to providing unlicensed financial services

AUTHOR

Rhea Nath

Rhea 's social profiles:

T. Rowe Price reluctant to up Australian allocation

AUTHOR

Laura Dew

Laura 's social profiles:

Operating as Entireti: Fortnum CEO unpacks new parent brand

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

‘Back in black’: New entrants turn YTD adviser numbers positive

AUTHOR

Jasmine Siljic

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Fidante closes Aussie small-caps affiliate

AUTHOR

Rhea Nath

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Relative Return: What can we learn from behavioural finance?

AUTHOR

Laura Dew

Laura 's social profiles:

Over 1 in 10 Aussies plan to pass down $1m and more

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Count equity firm makes Qld acquisition

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Jasmine Siljic

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Sequoia calls in Takeovers Panel over shareholder dispute

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Laura Dew

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Jones commits to passing QAR within a year

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Laura Dew

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