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Showing 801 - 810 of 4938 results for "fees"

Aware Super deputy investment chief to lead global strategy

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
... continue to focus on key initiatives such as international expansion to deliver longer-term strong returns and competitive fees for members." "Damien's appointment is a testament to his technical expertise, commitment to our Aware Super values, and ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... are unhappy with the current system; financial advisers feeling burdened by excessive regulation, leading them to increase fees or leave the profession. Banks, insurers, wealth managers, and superannuation funds are also struggling with the uncertainties ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... an invoice for advice that was not provided, and told to sign immediately. They are then charged thousands of dollars in fees to roll the money over," AIST said. Scheerlinck said several cases have been report to ASIC but that the regulator pursuing ...

Regal reports FUM loss

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... accelerate the FUM and growth profile of the strategy. The initial drawdown is expected to occur in 1Q 2023. As for performance fees, Regal said it will recognise about $14 million in pre-tax revenue for the six months to December 31, 2022. It previously ...

APRA slaps conditions on Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... Diversa; and concerns related to Diversa's ability to deliver quality member outcomes, including in relation to high fees and poor investment performance. They seek to codify recommendations of a third-party review of Diversa's operating model ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... for people that could benefit most. But advisers can address the cost barrier in three ways. Advisers can reduce upfront fees by recouping the shortfall over time with an ongoing relationship, though this may introduce conflicts that aren't in the ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... a repeat of recent performance is unlikely, GQG's funds are still aiming to deliver 200-300 basis point alpha, after fees, with lower volatility over a market cycle," he said. "Certainly, over three, four, five years we've delivered on that comfortably ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... higher balances, they tend to actually take action, consolidate more, contribute more, draw down comfortably and pay fewer fees, whereas those who aren't advised typically have smaller balances and typically don't withdraw as much because they're ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... investment. Plan sponsors are wary of asset class diversification because private market assets typically come with higher fees," he said. Meanwhile, regarding regulation, JM3 Projects principal John Mitchem noted that the US system is fragmented across ...

AvSuper provides merger update, drops admin fees

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2023
... its potential merger with Commonwealth Super Corporation is progressing, while also significantly reducing administration fees for members. Following an Expressions of Interest process, AvSuper signed a Memorandum of Understanding with CSC in May 2022. ...