Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 4443 results for "fees"

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... committee for their valuable contribution to the management of the fund," it said. There will be no changes to the fund's name, fees, or expenses, it added. In early 2023, the Orca Asia Fund and Orca Global Fund were both wound up following an 18-month ...

ASIC extends intervention orders against predatory lenders

CHLOE WALKER  |  MONDAY, 8 JAN 2024
... living expenses. Many of these clients had already been declined for regulated credit. These products charged significant fees, which further burdened them. "Since the orders came into effect, they have reinforced consumer protections by preventing the ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... the legislation should allow product providers to accept the standardised consent form for the deduction of personal advice fees whether it is one-off, fixed term or under an ongoing fee arrangement. In proposing to end FDSs, the FAAA pointed out that ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... restrictions on sectors or stocks. Platypus Australian Equities slipped following its relatively high cost of realised performance fees.

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration fees to deliver SMA solutions. According to Colonial First State (CFS), the new offering ...

Hostplus ups fees on socially responsible option

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
Hostplus has notified members that the fees and costs for its Socially Responsible Investment - Balanced option are now "materially higher", blaming increased performance fees. The industry fund recently updated its Product Disclosure Statement (PDS) ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... Results chief executive John Birt said. A Gold Coast-based accounting firm up for sale, for example, earns about $850,000 in fees from servicing individuals to small-to-medium businesses. Birt predicts that accountants and financial advisers "will cohabitate ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in return.

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... size, scale and global reach enable us to offer local investors access to our high-conviction global solutions at competitive fees," Creber added. In addition to the listing of JPGB, JPMAM also listed JRHG last month. JRHG is a hedged version of the ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... enhance the accessibility and affordability of personal advice. The emerging class of advisers will be restricted from charging fees or receiving commissions associated with the personal advice they offer. The government said they will also be required ...