POWERED BY MOMENTUM MEDIA
AUSTRALIAN UNITY
Financial planning
Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
Financial planning
Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year 2012 award....
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
People & Products
Australian Unity Investments has appointed Kate Hoare as its fourth senior investment executive....
Financial planning
Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....
Rate the raters
Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...
Superannuation
Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Financial planning
Australian Unity Personal Financial Services has emerged as Money Management's 2012 Institutional Dealer Group of the Year, while Dixon Advisory Services has been named t...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
Client satisfaction with their advisers' skills and reliability has improved significantly in the past six months despite stagnant share market performance....
Funds management
Retail investors remain cautious when it comes to investing in the mortgage fund space, according to Australian Unity Investments head of mortgages Roy Prasad....
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Funds management
Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...
Financial planning
Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...