Search Results | Showing 221 - 230 of 396 results for "FUA" |
| | | ... four-day program on fintech, investments and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the media partner of the netwealth group study tour and will be publishing ... |
| | | | ... four-day program on fintech, investments and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the media partner of the netwealth group study tour and will be publishing ... |
| | | | For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ... |
| | | | ... study tour, a four-day program on fintech and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the media partner of the netwealth group study tour and will be publishing ... |
| | | | ... (FUM); $1bn in deposits, $2bn in margin lending Private wealth - $21 billion in deposits, $2bn in funds under administration (FUA), $17bn in mortgages Superannuation - $36 billion FUM and FUA; 18% of retail market share, and 13% of corporate super share ... |
| | | | ... accounts in their various forms have become. They now amount to the equivalent of nearly 7% of the platforms and wraps total FUA of around $600 billion." The census surveyed 35 companies of varying size, including major platforms, banks and single location ... |
| | | | ... a 35% boost in revenue to $27.5 million. Funds under administration increased by 25% to $4.1 billion and the firm expects FUA to grow further as a result of two new white label agreements and 27 distribution agreements signed during the half-year. "Our ... |
| | | | ... see Bridges climb inside the top 13 planning firms nationally in terms of funds under advice. Bridges had $9.9 billion in FUA as at November 2016, servicing more than 50,000 clients through more than 170 financial planners. Bridges chief executive Nathan ... |
| | | | ... practices, which are based in northeast Melbourne and Gippsland, is $720,000. Following the dual acquisition, Fiducian's aggregate FUA will hit $1.95 billion. The businesses are being sold by principals as part of a succession planning strategy. Fiducian's ... |
| | | | ... lesser contribution, cash earnings for Westpac remained in line with last year, coming in at $7.8 billion. Meanwhile, BTFG's FUA grew 7% from $123.3 billion to $130.8 billion, while FUM increased 5% to $48.4 billion. Westpac chief executive Brian Hartzer ... |
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