Search Results | Showing 231 - 240 of 407 results for "FUA" |
| | | ... funds under administration increased by 7% in the three months to March compared to the previous corresponding period. AUM and FUA growth reflected stronger market investments, but was partially offset by exchange rate movements. CBA did not detail the ... |
| | | | ... 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 ... |
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