Search Results | Showing 301 - 310 of 396 results for "FUA" |
| | | ... financial planning firm, Frances Magill is advising double the number of clients she initially targeted, and grown the firm's FUA to $5 million. Magill joined Matrix Planning Solutions and established Frances Magill Financial Strategists in March this ... |
| | | | ... This strong annual growth was, however, tempered by a 3.3 per cent fall during the June quarter. This is the first platform FUA decrease in five quarters, putting platforms back to where they were three and a half years ago. A surprise result is that ... |
| | | | ... manager private client advice. Langton, who will report to Lloyd, joins at a time when Perpetual Private Wealth's average FUA increased 22 per cent year-on-year to 30 June, to $8.3 billion, notes the firm's annual report. The division's revenue increased ... |
| | | | ... Information, as of March, Morgan Stanley Smith Barney was Australia's fourth largest adviser group by funds under advice (FUA), with over $19 billion in FUA. BlackRock's shares closed the session almost 3 per cent lower in New York, while Morgan Stanley ... |
| | | | ... the Symetry portfolio service platform from Colonial First State, building on its majority of funds under administration (FUA) in Symetry In August the company saw funds under management and advice rise 19 per cent to $4.8 billion. The funds will be ... |
| | | | ... under advice and through business acquisitions. According to the firm's 2010 annual report, Perpetual Private Wealth's average FUA increased 22 per cent year-on-year to 30 June to $8.3 billion. This includes $900 million of funds from the acquisition ... |
| | | | ... advisers. It is also the fifth largest adviser group by funds under advice for the same period, with more than $19 billion in FUA. |
| | | | ... deal will now collaborate on its ongoing development. Snowball, which already has the majority of funds under administration (FUA) in Symetry, will now use the platform as its main administration service for advisers. The company will also become promoter ... |
| | | | ... chief executive officer of Praemium. AFS is one of Australia's largest dealer groups with $6 billion in funds under advice (FUA) and around 200 advisers. |
| | | | ... direct shares, and this group expect their allocation to direct equities to rise from 23 per cent of their funds under advice (FUA) today to 34 per cent by 2013. Mark Johnston, principal of the firm said that the move to offer direct equities started ... |
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