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Showing 1691 - 1700 of 9373 results for "Fee"

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... on the Expand products; the new pricing structure applies to all new accounts. Expand Essential has a 0.1% administration fee with a cap of $1000 and a flat account keeping fee of $90 per annum. Expand Extra has a fee cap of $1925, an account keeping ...

APRA proposes changes to successor fund transfers

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
APRA has released a discussion paper that outlines proposals to ensure trustees prepare for, manage, and execute successor fund transfers more smoothly, and efficiently. APRA's proposals have been prompted by heightened transfer activity in the industry ...

ASIC bans married duo from providing financial services

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
ASIC has banned former financial adviser Richard Thomas Marshall from providing financial services for six years, and his wife Gwenda Jean Marshall for three years for operating unlicensed and removing money from a deceased client's account. An ASIC ...

Life after legalsuper: Proebstl

ELIZABETH FRY  |  FRIDAY, 11 NOV 2022
... on these requirements in the most cost-efficient way, maximise quality outcomes for their members and simultaneously manage fee pressures," Proebstl said. This article first appeared in Industry Moves.

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
Three years after it first announced plans for a superannuation offering, Vanguard is now home to one of the cheapest MySuper products - a lifecycle solution that auto-adjusts 36 times. It was back in November 2019 that Vanguard's Robin Bowerman ...

Perpetual, Pendal deal on shaky ground

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... the board to consider and disclose further alternative proposals to the broader market." He added that a $23 million break fee is "a small price to pay relative to the potential value destruction from pursuing a non-commercial agreement for Perpetual ...

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report. Confidence levels have plummeted to 10-year lows in pre-retirees feeling prepared for their next stage of life, and only half cited they feel prepared ...

Super fund with highest customer satisfaction named

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
Young Australians are putting billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
J.P. Morgan Asset Management kicked off its ETF business in Australia today, promising an alternative to the plethora of thematic offerings flooding the market. On the ASX today, the investment giant listed the JPMorgan Equity Premium Income Active ...