AUSTRALIAN UNITY

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....

Financial planning

Australian Unity reported an increase in revenue from $617 million in 2009 to $934 million for the 12 months to June 30, 2010, and a profit after tax of $17.1 million....

Life/Risk

Mike Taylor leads a roundtable discussion about the challenges facing the insurance industry. Topics covered include underinsurance, reaching younger consumers and advise...

image
Financial planning

Investors will start going back to mortgage funds once they get over the noise and remember that the problems of the last 18 months were not the underlying assets, accord...

Financial planning

Australian Unity has lost a legal dispute with Calliden over the sale of its general insurance business....

Financial planning

Platform innovation is being spurred by the increasing popularity of separately managed accounts (SMAs), according to Brandt Page, director of Fortuna Partners....

image
Financial planning

Financial services companies scaled back political donations last fiscal year, according to the latest data from the Australian Electoral Commission....

image
Financial planning

Australian Unity takes stake in a Hong Kong-based equities manager, Seres Asset Management....

Financial planning

AUI considers product development under the LifePlan banner....

Financial planning

The Paraplanner of the Year awards are once again upon us. Paraplanners can enter online as of today for this year's celebrity-themed awards....

Financial planning

Merged entity will have $7.5 billion in funds under management, up to 330,000 members and 560,000 customers, with offices in Sydney, Melbourne, Brisbane and Adelaide....

Financial planning

Lifeplan members meeting on August 13 in Adelaide to vote on the proposal....

Financial planning

Australian Unity's merger with Lifeplan will see the Adelaide-based mutual become a specialist funds management business....

Funds management

Merger of two mutual companies will result in group with funds under management of more than $7 billion....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

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

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 15 hours ago