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Showing 1 - 10 of 396 results for "FUA"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... and transparency that sits at the heart of our investment philosophy." Canavan also noted 20% of its MDA funds under advice (FUA) are currently structured under this approach, providing greater flexibility to scale. "We have already successfully implemented ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA | WEDNESDAY, 22 APR 2026

... Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business, total funds under advice (FUA) rose 18% to $73.7 billion in the March quarter year on year. A loss of $923 million dented FUA due to negative global ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN | TUESDAY, 21 APR 2026

... billion, up 9% on the prior corresponding period (pcp) when excluding large migrations. Platform funds under administration (FUA) as at March 31 was $127.8 billion, up 25% on pcp. However, strong net inflows were offset by negative market movements of ...

Netwealth reports $4bn net inflows

ELIZA BAVIN | THURSDAY, 16 APR 2026

... quarter, offsetting broader market movement declines of $3.7 billion during the period. Total funds under administration (FUA) as at March 31 was $125.8 billion, an increase of 20.9% on the prior corresponding period. "The March 2026 quarter saw heightened ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking Count's total to approximately $6.2 billion in FUM and $42 billion in FUA upon completion. The acquisition ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA | MONDAY, 16 MAR 2026

... group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to operate under the Clime Private Wealth brand once the deal finalises, which is expected to be by March ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA | MONDAY, 16 MAR 2026

... potentially substantial tax bill. At the end of December 2025, the wealth management unit had $21.9 billion in funds under advice (FUA) and $4 billion in philanthropic funds. Reilly added: "We believe we have found the right owner for the Wealth Management ...

Perpetual sees 349% profit jump

RIDDHIMA TALWANI | THURSDAY, 26 FEB 2026

... $23.7 million, impacted by uncertainty surrounding sale of the business as well as increase in expenses. Funds under advice (FUA) rose by 6% to $21.9 billion as at December 2025. "Wealth management faced headwinds during the half. Market-related revenue ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI | TUESDAY, 24 FEB 2026

... acquisitions. Count completed nine M&A transactions during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the firm's underlying ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA | MONDAY, 23 FEB 2026

... the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA), up nearly 14%, in the first half of the 2026 financial year with net inflows coming to $1 billion. Scope+, the non-custodial ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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