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| | | ... no single template that managers can follow to succeed. We have reviewed successful managers that do not align with the above and unsuccessful ones that mirror the ideal template," the report reads. "Overall, Zenith believes a team's ideal structure ... |
| | | | ... 2019, the AMP Eligible Rollover Fund's five-year return for accounts below $2500 is just 1.6% while that for $50,000 and above is 3%. The other balance thresholds - between $2500-$9999 and $10,000-$49,999 - returned 2.6% and 2.8% respectively. The ... |
| | | | ... trustee. Rainmaker analysis of the Elevate product disclosure statement indicated product fees and total expense ratio are above the Rainmaker benchmark of 1.19% on a $50,000 balance for a personal product. "This is a personal product, not a MySuper ... |
| | | | ... most important attribute to consumers when choosing a financial adviser was honesty and trustworthiness - 85% valued this above all else. Transparency on fees and commissions was also very important, with 78% rating it the most important attribute. Those ... |
| | | | ... interest rates justified these high valuations. "Given interest rates are at record lows, it justifies valuations trading above historical levels, but there is ultimately a limit," he said. "Where that is, is always hard to know... History shows us that ... |
| | | | ... The domestic equity market is currently trading at a price-to-earnings (P/E) ratio of 18.3 times earnings - significantly above its long-term average of 14.3 times. Similarly, the dividend yield of 3.6% on offer is below the long-term average of 4.1%. ... |
| | | | ... levies for superannuation trustees as a minimum of $18,000 plus $7.35 for every $1 million of assets under management (AUM) above the $250 million threshold. The actual levy is a minimum of $18,000 plus $8.83 for every $1 million AUM over the $250 million ... |
| | | | ... fund's portfolio, assets below US$1 million are expected to experience minimal change to their aggregate values, while assets above US$3 million are expected to experience the largest adjustments," the report said. "The fund's management team acknowledges ... |
| | | | ... terms and other licensee obligations. In addition to the 64 advisers, ASIC has also banned three directors so far from the above. Five of these bannings are subject of appeal, the regulator said. |
| | | | ... raising the fed funds rate from 0.25% in 2015 to 2.5% in 2018. To be fair, the PCE price index was heading and even rose above the Fed's inflation target at the time. The rules of the central bank game dictated and justified the Fed's move. However ... |
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