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Showing 3501 - 3510 of 15784 results for "TER"

La Trobe fined for misleading investors

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
La Trobe Financial has been fined for misleading investors in its $5 billion fund. The Federal Court has ordered La Trobe Financial Asset Management to pay a $750,000 penalty for false and misleading marketing of the La Trobe Australian Credit Fund ...

Bell Asset Management launches new fund

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
Leaning into the ever-growing interest in sustainable investing, Bell Asset Management has launched a new fund. The Bell Global Sustainable Fund is an ESG fund for Australian retail and wholesale investors. The fund is an actively managed, concentrated ...

Economic recap: Week to November 26

BENJAMIN ONG  |  MONDAY, 29 NOV 2021
Out of (South) Africa Just when citizens of Planet Earth were beginning to enjoy their new-found freedom - through herd immunity, increased vaccinations and/or learning to live with Delta - comes a new kid in town. And it's name is Omicron. The discovery ...

Pinnacle seeds Canadian boutique

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
In another first for Pinnacle Investment Management this week, the firm has set up a North American-based affiliate in a small-cap equities fund manager. The fund manager is based in Toronto, Canada, focused on small caps and other global equities. ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
Financial advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were ...

Aware Super chief executive named Fund Executive of the Year

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Chief executive of Aware Super Deanne Stewart has been awarded the 2021 Fund Executive Association Limited (FEAL) Fund Executive of the Year. The annual award, now in its 20th year, recognises a superannuation fund executive who has made an outstanding ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

ACCC not opposed to NAB, Citi deal

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The ACCC will not oppose the acquisition of Citigroup's Australian consumer business (Citi) by NAB after a review found the transaction would not substantially lessen competition. The review focused on competition in the supply of credit cards, as Citi ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
A former financial adviser was sentenced to jail for facilitating the illegal early access of clients' superannuation to the tune of $1.5 million. Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...