FEES
Financial planning
How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...
Funds management
Industry fund Hostplus has revealed its multi-million bill for investment and management fees....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Funds management
The fees at the Legg Mason Brandywine Global Income Optimiser Fund have been reduced by 10 basis points to 0.65% per annum....
Financial planning
The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee disclosure statements and renewal notices which uncovere...
Funds management
Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....
Funds management
Confidence in the investment team and fee structure changes has led Zenith to lift Premium China Funds Management’s Premium Asia fund rating....
Funds management
The group reported a reduced profit for the first time in eight years and cites cautious investors, the Royal Commission, and reduced fees as reasons....
Financial planning
Slater and Gordon has become the second to file a class action against CFS for charging FirstChoice Super members higher fees for ongoing commissions to members who did n...
Funds management
Absolute return fixed income and emerging market debt fees have substantially reduced their fees in the last three years as investors become more willing to negotiate on ...
Financial planning
Being genuinely independent and charging by way of transparent fee-for-service represent the future for financial advisers, according to a new survey....
Financial planning
Australian millennials have placed ethical funds, causes and products at the bottom of their priority ladder when it comes to choosing an investment fund, Calastone has f...
Superannuation
Some high risk, high fee superannuation investments are worth it in terms of the returns they generate, according to the Australian Prudential Regulation Authority....
People & Products
AMP’s MyNorth wrap platform has a new web-based fee calculator to help advisers and clients quickly calculate annual platform fees....
Funds management
Usage of locally-listed exchange traded funds in Australia remains low, accounting for only 2.5% of the $1.6 trillion in total assets under management. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...