Search Results | Showing 21 - 30 of 330 results for "FUA" |
| | ... driving new revenues and boosting net inflows. The wealth management company today reported a record funds under administration (FUA) of $70.3 billion in FY23, representing a 26.3% increase on the previous financial year. In an ASX announcement, Netwealth ... |
| | | ... net inflows of $265 million out of the total $364 million came from its aligned advisers. Fiducian's funds under advice (FUA) increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. "Efforts are underway to build new relationships ... |
| | | ... Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice (FUA) were $18.5 billion as at June 30. Net inflows were $0.1 billion, with continued contributions from Native Title and ... |
| | | ... the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's financial adviser representatives stood ... |
| | | ... held in individual managed accounts (IMAs), separately managed accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. Despite an overall increase in profits, Clime's IMAs ... |
| | | ... agreement between Equity Trustees and HUB24 covers large transitions totalling around $4 billion funds under administration (FUA) over 18 months, with further updates pending final agreements. According to a recent ASX announcement, HUB24's current platform ... |
| | | ... those have used managed accounts for four years or more have larger average client inflows and have larger average client FUA balances, when compared to the more recent users of managed accounts. "One could infer this is a result of these structures," ... |
| | | ... for up to $2.5 million. It explained the boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value to TIP Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine ... |
| | | ... EBITDA of $11.4 million - up 52% for the period. The company's revenues increased by 17% or $35.4 million, while total FUA was up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts ... |
| | | ... reported funds under management (FUM) and advice increased by 8% to $5.5 billion since 30 June 2022 and funds under advice (FUA) grew by $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs) ... |
|