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Showing 311 - 320 of 396 results for "FUA"

Platforms up 30pc to $391bn

ALEX DUNNIN  |  THURSDAY, 15 JUL 2010
... cent bounceback in the size of the platform market. According to Rainmaker's recently released Advantage Report, platform FUA climbed back to $392 billion up from $302 billion in March 2009. This is the second highest level in platform assets ever observed. ...

Centrepoint and PIS merger agreement changed

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
... 1,417 financial advisers and 1,400 accountants. The financial planning group has more then $18 billion in funds under advice (FUA) and $170 million of in-force insurance premium. The merger means PIS would become the wealth management arm of Centrepoint ...

Addwealth seeks to triple FUA

RUTH LIEW  |  TUESDAY, 18 MAY 2010
WA dealer group Addwealth is aiming to more than triple its funds under advice (FUA) to reach $1 billion in three years, as part of its expansion plans to the Eastern seaboard. Paul Foster, chief executive of Addwealth, said he is looking to grow the ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... Investment Trends research, the use of asset-based fee for service was skewed towards planners with high funds under advice (FUA). Planners with an FUA over $40 million got an average of 35 per cent of their revenue from asset-based fee for service charging ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... planning business are bright. According to Securitor's own revenue projection's modelling, the group's funds under advice (FUA) could grow to $34 billion from the current $7 billion mark over the next five years if you remove the impact of the GFC and ...

BlackRock SMA tops $500m

COMPANY RELEASE  |  WEDNESDAY, 7 APR 2010
BlackRock's Customised Portfolio Service has reached $500 million in FUA and launched 84 investment models across 34 product disclosure statements in under five years in operation. Scott Phillips, BlackRock's director and head of retail at BlackRock ...

Can an outsider transform ipac financial planning?

MICHELLE BALTAZAR  |  TUESDAY, 30 MAR 2010
... also said Roy will help inject new thinking into the merged business, which runs $5.5 billion in combined funds under advice (FUA), ahead of regulatory changes. Swindells said Roy's appointment is part of a larger vision for ipac to treble its current ...

Perpetual FUM up as flows steady

MICHAEL HOBBS  |  THURSDAY, 25 FEB 2010
... to get back to a net flat funds flow position for equities in the half." The Private Wealth division's funds under advice (FUA) increased significantly, rising 19 per cent to over $8 billion for the six months to December last year. This result was mainly ...

Count names new chief, profits bounce back

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
... net profit more than doubled to $13.76 million, up from $5.86 million in the half-year to December 2008. Funds under advice (FUA) in preferred platforms rose 14 per cent in the last 12 months to $6.64 billion. Combined funds and loans under advice (FLUA) ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
Platform and financial services provider, netwealth, has bought national dealer group, Bridgeport Financial Services - marking the company's foray into owning planning practices directly. Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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