FIDUCIAN

Financial planning

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

Financial planning

Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....

Financial planning

Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...

Financial planning

Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...

Financial planning

Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...

Financial planning

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....

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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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 8 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 23 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 3 hours ago