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Showing 1 - 6 of 6 results for "Adviser FUA"

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... platforms increased 3% over the period - reaching $699 billion. That annual lift in FUA amounted to $18 billion. Financial adviser FUA at the end of March was $934 billion, up 1.3% in the 12 month period. According to Rainmaker, this implies that about ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... advisers, up from almost one-third of all advisers five years ago. These advisers also represent almost half of total adviser FUA based on Rainmaker data. Leading the league tables are Praemium and AMP Personal Portfolio Service, which together account ...

Platforms hit $445bn record

ALEX DUNNIN  |  WEDNESDAY, 25 SEP 2013
... However, the number of advisers decreased 389 through the year to 17,886, the lowest number in nearly five years. Adviser FUA also fell 2.2% over the year to $494 billion which is the lowest level in four years. Rainmaker attributed the falls in adviser ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... all advisers' FUA. On the other hand, independently owned adviser groups represent 28% of all advisers and 17% of adviser FUA. Professional Investment Services (PIS) is the largest independent dealer group and it has seen its market share reduced by ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... adviser funds under advice (FUA) was placed through platforms. Based on research surveys, Rainmaker estimated that total adviser FUA is $504 billion, compared to $313 billion in total retail platforms (not including corporate master trusts). "Given the ...

Platforms control two-thirds of planner FUA

... billion after growing 20 per cent during 2006-07, for an increase of $77 billion," noted Rainmaker. "However while adviser FUA has increased at a relatively steady pace, platform FUA has been increasing even quicker," it added, explaining why platforms ...
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