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Showing 321 - 330 of 396 results for "FUA"

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... Perpetual caps the year with its third acquisition in private wealth, which takes the division's total funds under advice (FUA) to $8.5 billion. This week Perpetual bought Melbourne-based advisory firm Fordham Group for $35 million, a deal that is expected ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
... just a few weeks. Rabo Financial Advisors represents 40 staff including 17 advisers with $430 million in funds under advice (FUA) across 2,000 clients. The financial advice division has offices in major regional centres in New South Wales, Queensland ...

Platforms bounce back 7.9 pc

... $410 billion September 2007 peak, noted Rainmaker in its just released Advantage report. Rainmaker noted that rising platform FUA matches the trend reversal set by the funds under management market which jumped 6.5 per cent during the quarter. Like platforms ...

Spectrum transfers to IOOF fund

RUTH LIEW  |  MONDAY, 21 SEP 2009
... the insurance premiums currently in place. Correction: An earlier version of this story incorrectly stated Spectrum Super's FUA to be $257 million. That figure only relates to the Spectrum Super Account-Based Pension division of the fund.

Capstone FP eyes more practices

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
... the group is ramping up its growth strategy, O'Riley said the group had suffered a 20 per cent fall in funds under advice (FUA) to around $2 billion due to falls in listed markets - but it is on the rise again. He said the group's additional focus is ...

Retirement platforms growing fastest

ALEX DUNNIN  |  TUESDAY, 30 JUN 2009
... researcher. Platforms are now at their lowest level in three years and down 26 per cent from its September 2007 peak. The platform FUA fall matches the 25 per cent fall in investment funds under management which is down 25 per cent from its December ...

Perpetual proposes caps on exec and board pay

MICHELLE BALTAZAR  |  TUESDAY, 26 MAY 2009
... markets downturn. Funds under management (FUM) fell 16.5 per cent to $25.3 billion in less than 12 months. Funds under advice (FUA) in Perpetual Private Wealth was also down 13 per cent to $6.7 billion since June 2008 to April this year - although FUA ...

Perpetual buys Financial Pursuit

MICHELLE BALTAZAR  |  WEDNESDAY, 18 MAR 2009
... private wealth arm when it bought Financial Pursuit, a Sydney-based planning firm with $200 million of funds under advice (FUA). The acquisition increases Perpetual Private Wealth's total funds under advice by three per cent to $6.4 billion. John Nesbitt ...

Acacia separates from Linear

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... license under the brand; Acacia Wealth late last year. As a result, the accounting and the $85 million funds under advice (FUA) financial planning business now operate exclusively under the Acacia Wealth brand. "We consider ourselves to be a boutique ...

CORRECTION: Snowball expands corp super

MICHAEL HOBBS  |  WEDNESDAY, 4 MAR 2009
... infrastructure to do it. We feel we can deliver that side as well," he said. Snowball Group has approximately $3.7 billion in FUA and Outlook Financial Solutions holds more than $2 billion of that FUA. Erratum: An earlier version of this article incorrectly ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN  |   12:13PM
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  |   12:05PM
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  |   12:03PM
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  |   11:12AM
Global X has now launched the space tech ETF (ASX: MOON).

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