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AUSTRALIAN UNITY
Financial planning
Zenith awards Australian Unity Diversified Property Fund a ‘recommended’ rating....
Funds management
Australian Unity Investments has appointed BNP Paribas Securities Services as its custodian and administrator. ...
People & Products
Platform provider Federation Alliance has appointed Alan Kenny as its acting chief executive officer....
Financial planning
Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....
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...
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Financial planning
Premium Wealth Management secures IOOF’s John Cruz to head up compliance....
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...
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...
Financial planning
Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....
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....
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 ...
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
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...