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Showing 91 - 100 of 137 results for "Fiducian"

Fiducian acquires three fin planning firms

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
The non-bank aligned financial services organisation Fiducian Portfolio Services has acquired three small financial planning firms, adding $65 million to its existing $1 billion of funds under advice to the firm. The three financial planning firms have ...

Fiducian posts sustained half year results

CLAIRE MCGREAL  |  FRIDAY, 2 MAR 2012
Fiducian has posted half yearly after tax profits of $1.44 million, with an operating profit after tax of $2.195 million to June 30, 2011. The firm said it was pleased to have sustained its revenue in the face of ongoing market volatility and "wider ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
Fiducian Financial Services has bought the retail financial planning arm of Victorian state owned business State Trustees, as part of plans to expand its adviser presence in Australia. Owned by Fiducian Portfolio Services, which is listed on the Australian ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
Fiducian Portfolio Services hopes to add to the $1 million it spent on acquiring client portfolios in the last year, after announcing a 7.8% rise in after tax profit for the financial year ended June 30 2011. Its $4.43 million net consolidated profit ...

Dealer groups stay with Japan, eye opportunities

ELISE BURGESS  |  WEDNESDAY, 16 MAR 2011
... diversified professionally managed portfolios are the best method to reduce the impact of risks such as this event. Meanwhile, Fiducian Financial Services, with $1 Billion FUA and 58 advisers, said it will not be adjusting its APLs although it will monitor ...

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
Fiducian Portfolio Services has expanded its financial planning network in the past six months with two more acquisitions underway. Within the groups' half-year results to 31 December last year, Fiducian added six new financial advisers to its network ...

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
... Commonwealth Bank-owned adviser group, Financial Wisdom, since March 2004 and earlier as head of wealth management for Fiducian Portfolio Services. Barrett will report to ANZ Wealth Managing Director John Van Der Wielen. "We plan to aggressively grow ...

Fiducian updates FORCe software

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Fiducian has enhanced its FORCe financial planning software to give planners better tools to educate clients on the risk and rewards of investment gearing. Fiducian Portfolio Services has released an integrated sensitivity analysis module to test gearing ...

Fiducian boosts SMSF services

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
Fiducian Portfolio Services Limited helps advisers slash the time it takes to administer SMSF trust deeds following a deal struck with online deed administrator SuperCentral. Under the agreement, the SuperCentral trust deed update service will enable ...

May the FORCe be with you

ELISE BURGESS  |  THURSDAY, 16 SEP 2010
Fiducian has upgraded its adviser software and the new version has increased planner productivity by as much as 50 per cent, the group claimed. Launched at the recent adviser development day in Sydney, the Fiducian Online Resource Centre (FORCe) now ...