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Showing 191 - 200 of 396 results for "FUA"

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... build and maintain strong relationships with our dealer group partnerships," Singh said. Fiducian currently has $2 billion in FUA with an additional $4.85 billion in funds under management and advice.

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
... and client relationships ($4.078m), which will be written off over five years. Prior to the merger, Linear had $9 billion of FUA and its managed accounts business contributed about $2 billion. Overall, total FUA stood at $13.09 billion for the period ...

Netwealth doubles market share

DARREN SNYDER  |  MONDAY, 3 SEP 2018
... "continue its focus on the average revenue earned per account and developing new revenue streams." "Average basis points earned on FUA are expected to continue to decrease over time, reflecting the changing mix of new business and some competitive pricing ...

HUB24 lifts targets

KANIKA SOOD  |  MONDAY, 20 AUG 2018
... hitting $12 billion by the end of FY20. "We are confident in HUB24's future growth and are now lifting our targets to achieve FUA levels, assuming consistent investment market returns and net inflow growth trends," it said in a statement. "This aspiration ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... accounts uptake in recent months In its latest quarterly update, managed accounts specialist HUB24 enjoyed a 51.2% jump in its FUA to $8.3 billion on the year prior. It also signed 22 distribution agreements including one with Fitzpatricks Private Wealth ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... update. It also pointed to a boost in funds under administration in the year to June 2018. HUB24 reported a 51.2% jump in FUA to $8.3 billion on the year prior. Given the backdrop of the banking and financial services Royal Commission, HUB24 said this ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
Praemium's funds under administration surpassed $8 billion thanks to a bumper June 2018 quarter of key client wins. FUA shot up 35% compared to the prior corresponding period, with about $566 million of inflows coming in from Australian business. ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... administration across its investment and SMSF platform. IPS director Edward Caser was pleased by IPS passing the watermark. "To triple FUA in three years with large institutions as competition is an achievement we are proud of and speaks volumes to both ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... inadequate diversification. Separately, BT Panorama recently surpassed $10 billion in funds under administration, with its FUA growing 113.4% between March 2017 and December 2017. In announcing the milestone, BTFG chief executive Brad Cooper said there ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... recently he helped drive the development and delivery of BT Panorama, which has grown from $1 billion to more than $9 billion in FUA, Cooper added. In his stead, Kathy Vincent takes on the role having spent more than three years as NAB general manager ...