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Showing 1 - 10 of 30 results for "Fee transparency"

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... intergenerational wealth transfers. To continue momentum around high satisfaction rates, improvements must be made to fee transparency and the deliverance of regular, meaningful communication, the report urged. Praemium chief strategy officer Denis Orrock ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... Further, Honeycomb head of quantitative strategy Jason Morris, who helped compile the research, found that trust and fee transparency have slowly emerged as two of the top elements for client satisfaction. "Trust came through by far and away as the top ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... to the resilience and adaptability of Australia's retail investing landscape. "The results show that greater fee transparency is crucial for building trust. "With fees being a key factor for investors choosing international equity brokers, platforms ...

Super fund fees exploit Australians' low financial literacy

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... best suits them and their circumstances," Shrimski said. "There are some very clear opportunities to improve fee transparency for Australians..." The survey also found half of Australians have never switched superannuation provider, but after learning ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... importance of continuing to include fees in the performance test because of its impact on retirement savings. "Fee transparency not only allows members to assess and compare costs between funds, but also drives competition across the super industry which ...

Allan Gray transfers platform, exits super

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2023
... firm's own search to find the right superannuation fund for its employees. A key focus for the offering was fee transparency, "opposed to the inequality of fees charged across the market". Initially a sub-plan under LESF Super, in May 2022 Allan ...

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
... consecutive time Australia has received a top grade, reflecting that effective regulation has led to greater fee transparency. "We conclude that the investor experience is improving across multiple markets given lower fees and ease of entry for investors ...

Platform fee disclosures overlooked: ISA

KARREN VERGARA  |  THURSDAY, 10 JAN 2019
Industry Super Australia welcomed ASIC's proposed fee transparency disclosure changes but pointed out that several areas fell short and failed to address ongoing issues. In response to Consultation Paper 308, ISA said one of Darren McShane's ...

Contrarian manager enters super sector

DARREN SNYDER  |  MONDAY, 17 SEP 2018
... superannuation and retirement funds across a bank-free investment menu of about 60 managed funds with a prominent focus on fee transparency. Allan Gray Australia chief operating officer J.D. de Lange said the offering was borne out of the firm's ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... creating and delivering a unique, customised investment service at a lower cost." "As evidenced by our calls for fee transparency and our opposition to shelf space fees, this strategic alliance is further reflection of OneVue's commitment to reducing ...
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