Search Results | Showing 1 - 10 of 11 results for "WealthFoundations" |
| | | ... year, $5.3 billion was migrated from Equity Trustees and $1.3 billion came across when it took over ClearView WealthFoundations. Statutory net profit after tax was recorded at $79.5 million, which is a 68% increase on the previous year. Underlying profits ... |
| | | | ... now finalised. FUA also surged thanks to its takeover of ClearView's superannuation and pension business, WealthFoundations, which brings $1.3 billion in FUA. "Our record FY25 net inflows and ongoing momentum reflect strong customer advocacy. Operating ... |
| | | | ... record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding period, including ... |
| | | | ... administration (FUA) to surge even further as it takes on ClearView's superannuation and pension business, WealthFoundations. WealthFoundations will bring $1.3 billion in FUA via a successor fund transfer (SFT) that is due to finalise in the second ... |
| | | | ... all ClearView Superannuation and Roll-Overs and ClearView Pension Plan members transferred to the ClearView WealthFoundations Super and Pension product. With that, the ClearView Superannuation and Roll-Overs and ClearView Pension Plan products will be ... |
| | | | ... administration to HUB24, starting with its WealthSolutions2 and ClearView Managed Portfolios products. ClearView's WealthFoundations platform remains with ClearView. Managing director Simon Swanson said at the time that the strategy is an effort ... |
| | | | ... product, LifeSolutions is currently available on 374 approved product lists, while its wealth management platforms, WealthFoundations and WealthSolutions, are on 31. |
| | | | ... statement attributes this to investments in a new wealth platform and the $3.2 million development of a new product, WealthFoundations. "It is exciting to be part of a growing organisation such as ClearView as reflected by the performance of our business," ... |
| | | | ... successful merger and integration of Matrix, the upgrade to our LifeSolutions product range and the launch of WealthFoundations," ClearView managing director Simon Swanson said. The investment required to support the group's growth strategy had an adverse ... |
| | | | ... new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies, a LifeStages strategy and a Guaranteed ... |
|