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Showing 1631 - 1640 of 4947 results for "fees"

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years as an executive general manager of CBA's private banking business ...

Calls for index industry disruption

ALLY SELBY  |  MONDAY, 22 JUN 2020
... such as changing adviser business models, increased regulation and growing cost-consciousness have forced asset management fees down, the indexed industry has escaped relatively unharmed, he said. "The shift from active to passive management has greatly ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... investors are more likely than men to prioritise the user interface and education initiatives but are less likely to focus on fees."

Industry fund in successor fund transfer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUN 2020
... scale to be viable in the medium to long term. The transfer will result in a reduction in both administration and investment fees for members, in both MySuper and Choice options. In addition to cost benefits, Smartsave was apparently selected as the ...

Melbourne boutique partners with Swiss bank

KANIKA SOOD  |  WEDNESDAY, 17 JUN 2020
... distribution lead from its Geneva office to Australia to establish relationships for its existing funds. Bell will not receive any fees for this. The relationship started when UBP cast its net for a global small/mid cap manager to add to its lineup. ...

ASIC cracks down on investment manager

ALLY SELBY  |  MONDAY, 15 JUN 2020
... involves SGSA receiving client money from or for the benefit of the customer; and it also must refrain from charging brokerage fees for futures transactions if the transaction involves SGSA receiving client money in Australia. The client money provisions ...

Global boutique reduces fees

ELIZA BAVIN  |  MONDAY, 15 JUN 2020
GQG Partners has reduced the management fees for its GQG Partners Global Equity Fund and the GQG Partners Emerging Markets Equity Fund. Management fees for the global equities fund has been reduced from 0.90% to 0.75%, and management fees for the emerging ...

RealIndex taps former RF Capital executive

HARRISON WORLEY  |  THURSDAY, 11 JUN 2020
... largest institutional asset managers in the world." Separately, the firm is reducing the buy-sell spreads and management fees of its Class A funds, with some funds receiving up to a 13 basis point cut in fees. Francis said the decision was a result of ...

Regal Atlantic fund up 12.5% in May, down 61.65% YTD

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
... at 14.81% and 12.50% but the fund is still at -61.65% for the year to date. Annualised returns since inception and after fees stand at 24.8%.

UBS Australia launches new CBRE fund

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... unlisted ones subject to manager's discretion. It aims to have about 55% in infrastructure and 45% in real estate. The fees are 1.2% per year in base fee and a performance fee of 20% on the performance above a hurdle of RBA cash rate plus 5% after ...