funds under advice

Financial planning

Netwealth FUA nears $90bn amid strong business pipeline

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...

Financial planning

Which 2 Aussie states have the highest FUA?

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

Funds management

Perpetual posts 3% AUM increase in Q4

The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....

Financial planning

Which ANZ-aligned advice business jumped off the IOOF acquisition?

An IOOF update has left some in the market wondering which ANZ-aligned advice business with $1.4 billion in FUA jumped out of the IOOF acquisition....

People & Products

BT Panorama FUA up 65%

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...