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Showing 41 - 50 of 396 results for "FUA"

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI | TUESDAY, 1 APR 2025

... Stevens has been experiencing a "strong growth trajectory", currently managing about $8 billion in funds under administration (FUA), representing a 57% growth since the beginning of FY22. Mason Stevens chief executive Tim Yule announced the deal last ...

Managed account use at record high: Data

MATTHEW WAI | MONDAY, 17 MAR 2025

... "The research also found that advisers using managed accounts for longer periods reported higher funds under administration (FUA), suggesting that longer-term adopters benefit from more profitable businesses compared to newer users."

Praemium hunts for new chief financial officer

ELIZA BAVIN | TUESDAY, 25 FEB 2025

... of $5.8 million, up 45% to the prior corresponding period. Funds under administration rose 29% to $62.1 billion. Platform FUA came in at $30.2 billion, including $4.2 billion from OneVue. "This is an outstanding continuation of the momentum built through ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA | WEDNESDAY, 19 FEB 2025

HUB24 expects its $121 billion in funds under administration (FUA) to surge even further as it takes on ClearView's superannuation and pension business, WealthFoundations. WealthFoundations will bring $1.3 billion in FUA via a successor fund transfer ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA | MONDAY, 17 FEB 2025

... aligned financial advisers. "We continue with the exercise of contacting non-fee-paying clients which are included in the FUA to disengage completely, or renew their relationship on a fee basis," Singh said. Meanwhile, the platforms business, which includes ...

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN | THURSDAY, 30 JAN 2025

... over the quarter, as well as net outflows," he said. "Corporate Trust delivered solid growth in funds under administration (FUA) totalling 2.5%, supported by growth across the majority of products in wealth management, the business delivered growth of ...

Netwealth, Praemium see inflows soar

ELIZA BAVIN | THURSDAY, 23 JAN 2025

... Praemium have both reported significant inflows in the December quarter. Netwealth reported record funds under administration (FUA) net inflows of $4.5 billion, 69.8% higher than the prior corresponding period, bringing 12 months inflows to $27.3 billion. ...

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON | THURSDAY, 23 JAN 2025

... high-net-worths and small institutions, it said. Elsewhere, the master trust business saw an increase in its funds under administration (FUA) of $1.5 billion, offset by net outflows of $665 million and pension payments of $319 million. The advised channel ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN | TUESDAY, 21 JAN 2025

... financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration (FUA) and the company noted in an ASX announcement that due to the nature of this solution there's potential for outflows. Notwithstanding ...

Perpetual-KKR deal hits tax bill snag

KARREN VERGARA | TUESDAY, 10 DEC 2024

... officer and now oversees the US business. In the September quarter, the corporate trust unit's funds under administration (FUA) reached $1.2 trillion, while the wealth management business' hit $20.4 billion. The asset management unit saw fund ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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