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Showing 11 - 20 of 125 results for "Fiducian"

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN | FRIDAY, 5 MAY 2023

... of industry funds, the retail sector has a significant proportion of member accounts in the pension phase. Challenger, Fiducian, Clearview Wealth, Macquarie, Perpetual, Netwealth, HUB24, and CFS lead the way with the highest proportion of pension phase ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA | MONDAY, 13 FEB 2023

Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ...

NAB to wind up custody business

JAMIE WILLIAMSON | FRIDAY, 18 NOV 2022

... superannuation business. It's also custodian for Equipsuper, Guild Group and Crescent Wealth, as well as Mason Stevens, Fiducian and the University of Sydney. It previously held several other super fund mandates, but many were the subject of mergers ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON | TUESDAY, 16 AUG 2022

Fiducian has recorded an underlying profit increase of 11% and seen record net inflows of $309 million, as it sets its sights on New Zealand, Japan, South Korea and Thailand. Reporting to the ASX, Fiducian said its underlying net profit for the year ...

Aussie small-cap fund returns 40%

KARREN VERGARA | FRIDAY, 11 MAR 2022

... Equity Fund (55% p.a.), BetaShares Global Energy Companies ETF (49% p.a.), BetaShares Geared US Equity ETF (47% p.a.), and Fiducian India Fund (45% p.a.). The Spheria Australian Microcap Fund (45.1% p.a.), Ausbil Global Resources Fund (45% p.a.), Perpetual ...

Expansion strategy boosts Sequoia results

KARREN VERGARA | FRIDAY, 18 FEB 2022

... companies have the following market caps: Kelly Partners Group ($242m), SFG ($94m), Diverger ($40m), CountPlus ($102m) and Fiducian ($252m).

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.

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Entireti appoints chief investment officer

JAMIE WILLIAMSON

The nation's largest financial advice group will soon welcome its first chief investment officer.

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON

Insignia Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer.

Australian Ethical 'cautious' on valuations

ELIZA BAVIN

Australian Ethical says tech and AI will be important themes driving markets in 2025 but it is watching out for "curveballs".

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN

Secret affairs, sexual harassment, and systemic abuses of power by chief executives and senior leaders have the potential to erode investment returns, according to Acadian Asset Management.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Five principles for successful family office investing

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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