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Showing 131 - 140 of 396 results for "FUA"

Perpetual acquires advice firm

KARREN VERGARA | THURSDAY, 12 AUG 2021

... Australia's eastern seaboard," he said. Jacaranda has over 1000 clients located primarily in New South Wales and Victoria. FUA has grown by more than $100 million per year over the last five years. Perpetual Private group executive Mark Smith said ...

Robo advice potential skyrockets

ANNABELLE DICKSON | TUESDAY, 27 JUL 2021

... in Australia with only Stockspot and InvestSmart publicly reporting on their funds under advice. Still, Rainmaker believes FUA could be in the billions. "Robo advice is becoming an increasingly attractive proposition in Australia as it is a very cost-effective ...

Perpetual AUM rises

ANNABELLE DICKSON | FRIDAY, 23 JUL 2021

... continues to outperform expectations, winning new business from both existing and new clients in a dynamic market environment. PCT FUA fell marginally during the period due primarily to a drop in Bank RMBS issuance," Adams said. Perpetual Private funds ...

Platform FUM grows

ANNABELLE DICKSON | FRIDAY, 16 JUL 2021

... quarter with a 12% increase in funds under administration and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. Further to this, BT Panorama ...

Praemium to sell international business

JAMIE WILLIAMSON | WEDNESDAY, 14 JUL 2021

... comes as Praemium reports record funds under administration for both the Australian and international arms. Locally, platform FUA grew 223% last financial year and the international platform grew 55%. Net platform inflows also hit a record $1.2 billion ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON | THURSDAY, 8 JUL 2021

Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR | THURSDAY, 1 JUL 2021

... new super and investments platform. The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated onto Evolve. The company also recently completed its acquisition of MLC Wealth from National Australia Bank ...

Mainstream bidding war over

ANNABELLE DICKSON | MONDAY, 28 JUN 2021

... Mainstream's recently recorded $272.2 billion in funds under advice, as its Pendal win and inflows delivered a 21% uptick in FUA from the previous quarter. The administrator currently has 348 clients and 1042 funds at March end, up 1% (five net new ...

IOOF completes phase one of platform consolidation

KARREN VERGARA | WEDNESDAY, 16 JUN 2021

... new super and investments platform. The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated onto Evolve. Evolve houses IOOF Essential, which is for multi-manager funds, and eXpand, which allows financial ...

SS&C hits back for Mainstream

ANNABELLE DICKSON | TUESDAY, 25 MAY 2021

... recent quarterly results recorded $272.2 billion in funds under advice, as its Pendal win and inflows delivered a 21% uptick in FUA from the previous quarter. The administrator currently has 348 clients and 1042 funds at March end, up 1% (five net new ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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