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Showing 11 - 20 of 119 results for "Fiducian"

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU). Fiducian was selected by PCCU as the successful bidder in November to acquire PCCU's financial planning ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... overwhelming 60% are underperforming and many charge members high fees for no value. The prudential regulator calculated Fiducian Super's Ultra Growth Fund to be the most costly for members, charging a total fee of 2.98% based on a $50,000 balance. ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
Fiducian was the successful bidder for the $1.1 billion financial advice subsidiary of a national bank. People's Choice Credit Union (PCCU) has sold its financial advice business to the ASX-listed group, in a move that continues Fiducian's ambitious ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... move ahead with its 2025 growth strategy." In 2019, MyState sold its Tasmanian retail financial planning business to Fiducian for $3.5 million.

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

OnePath tops Fat Cat super fund list

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... 2.7% per annum. As for the overall best performers, UniSuper and Qantas took out the gold medal. AustralianSuper and Fiducian Super came equal second, while IOOF, Aware Super, AMG Super and Holden Employees Superannuation Fund ranked equal third. AustralianSuper's ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... to customize their investments and tailor their portfolios to their specific needs. Investors will now have access to Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium ...

Best-performing global equities funds for FY21

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... during the period. But they averaged a 2.1% points outperformance to the benchmark. The three best performers here were: Fiducian India Fund (58.3%), Pendal Asian Share Fund (47.8%) and the Premium Asia Fund (46.2%). Three-year returns for this year's ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
Fiducian Group's funds under advice continues to grow but could be dampened by legacy clients that will not renew the services of an adviser. Fiducian's FUA went up $700,000 to $3.7 billion in the year to June 2021, thanks to acquisitions, inflows ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... International Share and Income (Australian fixed interest). Watershed SMAs are offered on OneVue, HUB24, Praemium and Fiducian.