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Showing 41 - 50 of 125 results for "Fiducian"

Grandfathered commissions deadline challenging: AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... pressure on the adviser community," Anderson said. Anderson's concerns around the deadline are somewhat supported by Fiducian executive chair Indy Singh. Singh said Fiducian has been working on converting commissions to fees for service shortly after ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money. Fiducian Group is spending $1.66 million on the acquisition component of the deal, funded from cash. Once completed, the new unnamed ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following an extensive ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice. Releasing its full year results today, Fiducian recorded $10.5 million in UNPAT and an 18% increase in FUMAA ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
ASX-listed financial planning group Fiducian has acquired a practice with $35 million in funds under advice. The practice is based in South-East Queensland. Total consideration for the purchase is $330,000, and Fiducian said it will be funded by excess ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Retirement Multi-choice Product of the Year AMG Pension Aon Master Trust Pension - Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the ...

Fiducian founder transitions to executive chair role

ALEX BURKE  |  FRIDAY, 20 OCT 2017
Fiducian will gradually transition its founder and managing director to an executive chair role over the next three years as part of its succession planning strategy. Indy Singh has served as managing director since establishing Fiducian in 1996. Over ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... service Multichoice Product of the Year AMG Pension Aon Master Trust Pension - Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan Personal Full service Multichoice ...

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
As part of its growth strategy, Fiducian highlighted the likely acquisitions of multiple advice businesses over the next 12 months in its annual report. In the 2017 financial year, Fiducian acquired a further $97 million in funds under advice, bringing ...