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Showing 711 - 720 of 1227 results for "FUM"

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... "actually advising them", Dartnall related how she built a business model that led to a 100% client conversion rate, 100% client FUM retention and a 93% referral rate. Arguing that the first meetings with clients should be about giving them basic investment ...

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
... December 2014) to $1.078 trillion in the same period. Further, the report indicates that the largest part of retirement income FUM will be held in SMSFs (48%), followed by retail allocated pensions (38%), industry funds (12%) and annuities (2%). Investment ...

Hedge funds bare all to seduce instos

LAURA MILLAN  |  TUESDAY, 21 APR 2015
... for transparency." The US-based firm went from fourth to second largest hedge fund manager in Australia in two years, adding FUM growth of 145% to $6.2 billion since December 2012. Dunn attributed the increase to the fact that the manager has been very ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
... this week, IMAP asked the principal managed accounts providers to provide essential details about their service including the FUM held in managed account services," IMAP chair Toby Potter said. "This shows that total FUM held in this type of account ...

BAEP chief executive retires

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... Management, NRMA Investment Management and ING Investment Management. He leaves the business managing over $4.8 billion in FUM. Bennelong director, quantitative research Keith Hwang and investment director Julian Beaumont will take over Cuddy's restructured ...

Solid growth in ING DIRECT super business

MARK SMITH  |  MONDAY, 23 MAR 2015
... Australia has reported a 78% increase in funds under management in its superannuation business in the last year, taking total FUM to $1.1 billion. The company also achieved a net profit after tax of $297 million for the 12 months to 31 December 2014 ...

Australian Unity fund added to Emerald Wrap

ALEX BURKE  |  TUESDAY, 17 MAR 2015
... product suite since Instreet acquired it in January. According to Emerald Wrap chief executive George Lucas, the product's FUM has grown 30% since December 2014, reflecting a growing interest in ethical investment solutions. The Altius Sustainable Bond ...

Super funds blend ETFs into investment strategies

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... increased in size by $1 billion in a single month, reaching a new record high of $16.8 billion in funds under management (FUM), according to the BetaShares Australian ETF Review.

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ...

BetaShares funds now available on AMP platforms

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... Plan for Life Actuaries & Researchers, BetaShares is the fourth-largest ETF issuer by market share, with $1581.25 million in FUM.