Search ResultsShowing 1 - 10 of 15 results for "Jai Singh"
Fiducian acquires Perth financial planning firm
KANIKA SOOD  |  MONDAY, 3 DEC 2018
... be advised from a franchisee office in a new WA location. Fiducian head of business development and distribution Jai Singh said: "We are excited to have this financial planner and their team join the Fiducian network. Our proven compliance ...
Diversified group enters custom platform space
JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... us the engagement over the more advertised competitors," Fiducian head of business development and distribution, Jai Singh said. Fiducian said independent financial advisers are increasingly searching the market for competitive, advanced ...
Fiducian acquires $35m planning business
ALEX BURKE  |  MONDAY, 21 MAY 2018
... operate from a new office in Brisbane's southern suburbs," Fiducian head of business development and distribution Jai Singh said. "The other financial planner currently operates on the Sunshine Coast and will be servicing some of the acquired ...
Fiducian acquires three client books worth $40m in FUA
ALEX BURKE  |  FRIDAY, 15 DEC 2017
... our existing salaried presence in Western Australia, Victoria and Queensland," Fiducian manager investment projects Jai Singh said. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these ...
Fiducian acquires $17m client book
ALEX BURKE  |  TUESDAY, 2 MAY 2017
... to an existing quality referral source within the business being acquired," Fiducian manager investment projects Jai Singh said. "The vendor is retiring and sought a credible acquirer who could continue to deliver holistic financial planning ...
Fiducian grows advice business
KARREN VERGARA  |  TUESDAY, 4 APR 2017
... lift its funds under advice by an additional $37 million. Fiducian manager of distribution and business development Jai Singh said one financial planner will operate on the NSW Central Coast, but did not disclose any further information about the ...
Fiducian boosts FUA by $44m
ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
... by principals as part of a succession planning strategy. Fiducian's manager distribution and business development Jai Singh explained: "We support trusted financial planners who fit our corporate culture with development capital to build their ...
Fiducian acquires three further firms
KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... network and lift funds under advice in Fiducian Financial Services by an additional $46 million to $1.8 billion. Jai Singh, manager business and development and distribution said: "Fiducian wants to grow with like-minded financial planners who ...
Fiducian targeting SMAs
DARREN SNYDER  |  THURSDAY, 28 APR 2016
... by Fiducian Online is tailor-made to serve this sector." Fiducian head of business development and distribution Jai Singh said it is now time for the firm to spread its wings into the IFA and SMA market "because we're confident they will ...
Fiducian acquires practice, launches impact fund
LAURA MILLAN  |  TUESDAY, 3 NOV 2015
... in a location that has been a presence for Fiducian for some time," Fiducian manager of investment projects Jai Singh said. Any ongoing revenue synergy will be additional to cost benefits and should continue to deliver excess returns to ...
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