FIDUCIAN

Financial planning

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

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 ...

Financial planning

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

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....

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...

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...

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. ...

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...

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...

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...

Financial planning

The firm will also add three more franchise locations as its services are in high demand from investors trying to navigate the COVID-19 pandemic....

Financial planning

Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and their clients....

Funds management

The top performing mixed asset – balanced funds relied heavily on Australian equities in their weightings....

Funds management

India has moved from being a ‘fringe player’ on the global stage to the fifth-largest global economy thanks to increased foreign investment, the Modi government and tax c...

Funds management

Indian funds have taken a hit over the last year as small and mid-cap Indian funds experience volatility, according to Fiducian....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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