AUSTRALIAN UNITY

Financial planning

Zenith awards Australian Unity Diversified Property Fund a ‘recommended’ rating....

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Funds management

Australian Unity Investments has appointed BNP Paribas Securities Services as its custodian and administrator. ...

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People & Products

Platform provider Federation Alliance has appointed Alan Kenny as its acting chief executive officer....

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Financial planning

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

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Financial planning

Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...

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Financial planning

Australian Unity claims monthly educational contact with clients is optimal....

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Financial planning

Australian Unity planning chief executive points to adviser backlash against vertical integration....

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Financial planning

Premium Wealth Management secures IOOF’s John Cruz to head up compliance....

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Policy & Regulation

Premium Wealth Management chief executive, Paul Harding-Davis believes FOFA has crimped opportunities for organic growth giving rise to moves such as the acquisition by A...

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Financial planning

Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...

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Financial planning

Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....

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Financial planning

A burgeoning licensee admits it has had to turn away prospective advisers who did not fit with the business’ trajectory, despite solid growth in the last year....

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Financial planning

Australian Unity-owned Big Sky Building Society appoints new CEO. ...

Financial planning

Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...

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Editorial

Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago