Search Results | Showing 41 - 50 of 4446 results for "Fees" |
| | | ... It has consistently underperformed its benchmark, a blend of relevant indices; over one year it's returned 7.95% post-fees versus the benchmark's 12.98% and since inception it's underperformed the benchmark by close to 1% per annum. "The ... |
| | | | ... assets - in favour of their own agenda," Mawhinney said. "The liquidators have racked up more than $5 million dollars in fees, they subjected me to seven days of public examinations, and now they relinquish the vast majority of the assets they once asserted ... |
| | | | ... new investment menu. "When we asked our members what they wanted most in a new investment menu, they told us performance, fees, sustainable investing and the ability to choose the right level of risk were top priority - all of which remained front of ... |
| | | | ... previous year." Schaffer said the most popular reasons for recommending managed accounts to clients included performance, fees, availability on their main investment platform, reputation of the asset manager, and asset class exposure. But advisers are ... |
| | | | ... Corrected incorrect credit liability information (CLI) on customer credit files Refunded incorrectly charged late payment fees and ensured payments were allocated correctly so account balances displayed correctly Contacted impacted consumers who did ... |
| | | | ... CPA Australia, and Institute of Public Accountants. The draft Determination, released late last year, outlined that upfront fees are deductible to the extent they relate to tax advice under section 25-5 of the Income Tax Assessment Act 2007 (ITAA). However ... |
| | | | ... sale & valuation guide from Centurion Market Makers highlights the struggle advice firms face in servicing clients that pay fees of $3000 per annum. Clients that pay less than this amount tend to detract from the firm's value, seeing their multiples ... |
| | | | Investors can opt for a more advanced portfolio of exchange-traded products (ETPs), but this comes with increased fees and complexity. According to Rainmaker Information, constructing a balanced portfolio with intermediate ETPs, which target systemic ... |
| | | | ... construct their advice documentation. It's fully integrated with North's Record of Advice feature, which calculates proposed fees, taxes, and impact on clients' target risk profiles. Advisers can also track the progress of trades and receive estimated ... |
| | | | ... Centuria Select Opportunities Fund (CSOF) is a closed-ended unlisted fund targeting a 15% internal rate of return net of fees. Centuria has raised $50 million from high-net-worth investors and seeded $20.6 million pertaining to an industrial logistics ... |
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