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Showing 831 - 840 of 4940 results for "Fees"

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN | THURSDAY, 1 DEC 2022

... standards. After several days of silence, Crescent Wealth maintained that the significant event notice didn't relate to fees charged, and that all fees charged were correct and accurate. Instead, the fund said the notice reports a disclosure issue ...

ASIC case against Commonwealth Bank dismissed

CASSANDRA BALDINI | WEDNESDAY, 30 NOV 2022

The Federal Court has dismissed proceedings brought by ASIC against the Commonwealth Bank of Australia (CBA) over fees. The court dropped allegations that the bank engaged in misleading or deceptive conduct, made false or misleading representations ...

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN | MONDAY, 28 NOV 2022

... members since July 2017. Equity Trustees said the indirect cost ratio disclosed were incorrect and too low. The total amount of fees and costs shown in members' annual statements were also wrong. Crescent Wealth's disclosed indirect cost ratio ...

Bahamian firm joins Future Gen portfolio

CHLOE WALKER | MONDAY, 28 NOV 2022

... investors for several years. As part of the new deal, Holowesko has also committed to rebate its usual management and performance fees in support of Future Generation's commitment to invest 1% of net assets in its social investment partners who are focused ...

The challenge of articulating value of ongoing advice

CHLOE WALKER | WEDNESDAY, 23 NOV 2022

... they value." He went on to admit that several clients don't really require financial advice at all, but that's why ongoing fees are charged. "One bloke pays me a lot of money as his insurance policy against arrogance and stupidity, because he's far ...

Private market investment impediments not insurmountable: Frontier

ANDREW MCKEAN | TUESDAY, 22 NOV 2022

... infrastructure) or avoid them altogether," the report said. Likewise, Frontier called for a re-evaluation of the focus on fees in isolation on performance. RG 97 and APRA's super heatmaps disincentive investment in private markets, over emphasising fees ...

Super fund overhauls investment direction

JAMIE WILLIAMSON | MONDAY, 21 NOV 2022

... invested, in a move expected to improve member outcomes. It will also introduce a loyalty program to help members save on fees. The fund, which is a sub-plan of the Tidswell Master Trust and also operates Student Super, is closing its Cash investment ...

YFYS manipulation leaves members worse off: ISA

ANDREW MCKEAN | WEDNESDAY, 16 NOV 2022

... performing super funds, particularly retail, have gamed the system, leaving members worse off. "Dud super funds manipulate fees and reclassify investment assets to lower the hurdle they must clear on a government super test," ISA said. These funds are ...

Magellan seeks $1m increase to director fees

ANDREW MCKEAN | TUESDAY, 15 NOV 2022

... an independent adviser to provide benchmarking data on non-executive director remuneration; the adviser found the current fees paid were significantly below that of market peers. "Having regard to benchmarking data, as well as other factors including ...

ASIC bans married duo from providing financial services

ANDREW MCKEAN | FRIDAY, 11 NOV 2022

... client accounts by instructing his wife to execute the share trades on behalf of clients. The clients were charged substantial fees for these services, ranging from $3000 to $20,000 per client, per financial year, ASIC said. Further, the ASIC delegate ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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