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| | | ... than three times the fee base. However, clients with fees less than $3000 a year are driving average multiples down, the group said. This is because low-fee clients can often command the same amount of work as those paying higher fees, meaning reduced ... |
| | | | ... 2024, saying the slump was due to an "aberration" in the claims experience in the first quarter of FY25. Meanwhile, its group UNPAT was $12.5 million, a 28% decrease on the prior corresponding period. The claims experience, ClearView said, includes a ... |
| | | | ... confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ultimately applies RG 97 Disclosing fees and costs in PDSs ... |
| | | | ... artificial intelligence and automation to dramatically reduce costs for our clients." Osmosis chief executive Ben Dear said the group has a long-held ambition to develop cross asset sustainability-oriented investment products. " Through this exciting ... |
| | | | Generation Development Group (GDG) saw net profit after tax jump to $78.9 million in the half year to December 31, up from $4.4 million in the prior corresponding period. The massive jump in profit comes after GDG completed its acquisition of Lonsec ... |
| | | | ... role. Late last year, Colonial First State investment manager Jujhar Toki joined the family office investment firm CH Warman Group. Further, around the same time, the local arm of the US-based Asena Family Office hired the high-profile John Likos as ... |
| | | | ... Innova Asset Management, the managed portfolios provider, before that in the same role. He earlier worked at BT Financial Group, most recently as a superannuation and investments manager. Following Dixon's departure, Wilson stepped into the role ... |
| | | | ... retirement, Shane Hancock. Her exit from Aware Super has triggered a review of her position, according to Steve Travis, group executive of member growth. Accordingly, the superannuation fund is currently advertising for a head of retirement strategy ... |
| | | | ... pulled it off. Frontier Advisors senior consultant Brad Purkis noted this year's benchmark performance was driven by a small group of stocks - chiefly the 'Magnificent Seven' - making life tough for active managers in global equities. As an example ... |
| | | | ... director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December ... |
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