FIDUCIAN

Financial planning

Fiducian has reported a 23 per cent rise in net profit after tax in the last six months of 2023, but non fee-paying clients led to a fall in funds under advice....

Financial planning

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

Financial planning

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

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Financial planning

It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second ...

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Financial planning

Fiducian has reported a growth of $2.18 billion in its funds under management, advice and administration to $11.5 billion during the second half of 2021....

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Financial planning

Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...

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Superannuation

The bonus was four times the amount of the average balance of its members, but the superannuation fund said its bonus and remuneration structure was set at the median of ...

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Financial planning

Asked during a Parliamentary committee, Fiducian says reading the financial press is not a substitute for receiving professional financial advice. ...

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Funds management

In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....

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Superannuation

Questions posed via a Parliamentary Committee may have been aimed at extracting expenditure information from major superannuation funds but they have confirmed just how d...

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Funds management

Fiducian’s Ultra Growth fund has sat at or near the top of its peer group for the last 10 years thanks to careful manager selection in each of the key growth asset sector...

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Funds management

Fiducian Group has reported a $600 million increase in funds under management, advice and administration while revenue was up 11% counting year-on-year. ...

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Features

While there have been critics of India’s handling of COVID-19, Fiducian Group’s executive chair, Indy Singh maintains the fundamentals are in place to make it an attracti...

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Funds management

Stephen van Eyk will join a panel of key Australian portfolio managers in a Money Management webinar aimed at informing advisers and their clients about navigating beyond...

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Funds management

Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are stronger for technology than oth...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 21 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 22 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago