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Showing 31 - 40 of 4438 results for "Fees"

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... investment portfolio has proved challenging." "Investing in emerging markets is associated with being expensive because brokerage fees are higher and these markets require more specialist knowledge, so many investors have been happy to pay higher fees ...

Industry funds set to gobble up over 50% of superannuation assets

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... supporting pensions in payment due to their older demographic but will experience slower growth due to high cash outflows. The low fees and strong investment performance of industry funds, combined with strong inflows, will result in a growth rate of ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... It has consistently underperformed its benchmark, a blend of relevant indices; over one year it's returned 7.95% post-fees versus the benchmark's 12.98% and since inception it's underperformed the benchmark by close to 1% per annum. "The ...

Mayfair 101 regains control of assets, liquidators abandon claims

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... assets - in favour of their own agenda," Mawhinney said. "The liquidators have racked up more than $5 million dollars in fees, they subjected me to seven days of public examinations, and now they relinquish the vast majority of the assets they once asserted ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... new investment menu. "When we asked our members what they wanted most in a new investment menu, they told us performance, fees, sustainable investing and the ability to choose the right level of risk were top priority - all of which remained front of ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... previous year." Schaffer said the most popular reasons for recommending managed accounts to clients included performance, fees, availability on their main investment platform, reputation of the asset manager, and asset class exposure. But advisers are ...

AFCA secures $40m in refunds

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Corrected incorrect credit liability information (CLI) on customer credit files Refunded incorrectly charged late payment fees and ensured payments were allocated correctly so account balances displayed correctly Contacted impacted consumers who did ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... sale & valuation guide from Centurion Market Makers highlights the struggle advice firms face in servicing clients that pay fees of $3000 per annum. Clients that pay less than this amount tend to detract from the firm's value, seeing their multiples ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... CPA Australia, and Institute of Public Accountants. The draft Determination, released late last year, outlined that upfront fees are deductible to the extent they relate to tax advice under section 25-5 of the Income Tax Assessment Act 2007 (ITAA). However ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
Investors can opt for a more advanced portfolio of exchange-traded products (ETPs), but this comes with increased fees and complexity. According to Rainmaker Information, constructing a balanced portfolio with intermediate ETPs, which target systemic ...