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| | | ... into the Fiducian Family culture where client needs come first," he said. Fiducian's total funds under management, administration and advice now sits over $12 billion. |
| | | | ... the responsible entity," ASIC said. In terms of outsourced services such as investment management, custody, fund administration, proxy voting, and sales and marketing, the number ranged from five to over 150. Investment management was the most outsourced ... |
| | | | ... Asset Management Australia AUM at $25.6 billion, an increase of just 0.4%. Perpetual Corporate Trust funds under administration grew 3% to $990.4 billion and Perpetual Private funds under advice also grew 3% to $19 billion. "The focused execution of ... |
| | | | ... stabilise from 1 July 2022. Some 97% of Insignia advisers have completed their exams. During the quarter, funds under administration increased by $4.2 billion to $227 billion because of market performance ($5bn). This was offset by pension payments ($730m) ... |
| | | | The contracts for administration, custody and financial advice services at Commonwealth Bank Group Superannuation will soon be handed over to new providers, ending some long-standing relationships. A spokesperson for the super fund confirmed to Financial ... |
| | | | ... during the quarter. The integration of Xplore Wealth is on track, the company said, with superannuation funds under administration from Xplore to be completely transferred to HUB24 during the fourth quarter. The purchase price HUB24 paid for Xplore was ... |
| | | | ... actions and regulatory problems, the troubled superannuation subsidiary of E&P Financial Group is now in voluntary administration. PwC has been called in as voluntary administrators of Dixon Advisory and Superannuation Services, parent company E&P Financial ... |
| | | | ... the Victorian Schools Superannuation Fund following its merger with Aware Super. Aware will retain Link as the administration provider of VISSF's defined benefit funds. The Aware Super and VISSF merger finalised in November 2021, bringing together more ... |
| | | | ... investment platform Praemium has released key results in the December 2021 quarter, boasting record total funds under administration on both a domestic and intentional front. Key milestones from the quarterly report include inflows of $1.25 billion,including ... |
| | | | ... focus on portfolio management and our clients." Equity Trustees now oversees more than $100 billion in funds under administration and management, working with more than 100 investment managers in Australia and Europe. "At the core of our model is the ... |
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