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Showing 251 - 260 of 9401 results for "Level"

Diversa winds up struggling super fund

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... promoting the financial interests of its members. This was determined on the basis that administration fees at the product level were more expensive than the peer fund median for balances of $100,000 and $250,000. The median balance within the Personal ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

ASIC issues interim stop orders to RELI Capital

RIDDHIMA TALWANI  |  FRIDAY, 19 SEP 2025
... component, seeking capital preservation with no distribution conditions being made necessary. It also said the fund's risk level is an incomplete measure of the risks involved. The order is valid for three weeks unless revoked earlier and prevents the ...

Stockspot reduces fees to increase accessibility

MATTHEW WAI  |  FRIDAY, 19 SEP 2025
Stockspot is making what it calls its biggest changes since launching, including lowering monthly fees for some accounts to $1 per month, and other initiatives aimed at making investing more accessible. Stockspot now charges only $1 a month for balances ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... 12 Month Term Account and 2 Year Account, ASIC said it is concerned the target markets for each suggest an inappropriate level of portfolio allocation given the risks of the fund, and do not include appropriate distribution conditions. Both funds sit ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... there is a wavering of that confidence because of a series of cybersecurity and data exfiltration incidents, as a systemic level it really doesn't matter which fund it was that people are going to lose confidence in the industry. "We want to stay ...

RBA's Hauser warns super funds of $1tn FX risk

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
Reserve Bank of Australia deputy governor Andrew Hauser has issued a stark warning about the superannuation sector's growing foreign currency exposure, which he said is tipped to reach $1 trillion in value over the next decade. Hauser noted Australian ...

AMP settles class action for $120m

ELIZA BAVIN  |  MONDAY, 15 SEP 2025
... The firms alleged that AMP's superannuation trustees failed in their duties to ensure fees were set and maintained at a level consistent with members' best interests in the period from 2008 to 2020. As a result, AMP's superannuation members were alleged ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
New research from Goldman Sachs shows that family offices have upped investments in equities at the expense of alternatives. Goldman Sachs' survey of 245 family offices, including about one quarter based in Asia Pacific, found equities have become favoured ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... how to manage costs and rebalancing. After a while, it became clear it was a good idea. "We figured out what was the right level of low leverage you can add to give yourself a decent chance of outperforming and still make it meaningful, but without essentially ...