AUSTRALIAN UNITY

Financial planning

The Federal Court has found in favour of Australian Unity after David Tweed's Direct Share Purchasing Corporation (DSPC) took an action seeking to force it to register a ...

image
Financial planning

Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....

Financial planning

Australian Unity and Big Sky Credit Union have announced they will explore and evaluate a potential merger....

image
Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

image
Financial planning

There has been little improvement in the lagging mortgage fund sector, with redemption pressures, difficulty lending and sluggish inflows still causing problems....

Policy & Regulation

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

image
Financial planning

Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...

Financial planning

Redemptions from mortgage funds have slowed and may plateau in the next few months, allowing fund managers to focus on building liquidity and investments, according to Au...

image
Financial planning

Debtor finance group Bibby Financial Services has expanded its presence in Victoria with the appointment of Grant Dickson to state sales manager, while Richard Dyer will ...

Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

image
Financial planning

Australian Unity goes to market to raise $80 million to fund growth....

Financial planning

Australian Unity Funds Management has found itself in legal dispute with David Tweed....

Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

image
Financial planning

Australian Unity pays $3.4 million to settle long-running dispute with Calliden over 2007 insurance business sale....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

5 hours ago

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

4 days 10 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 8 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 11 hours ago