AUSTRALIAN UNITY
Financial planning
Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....
Financial planning
Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years. ...
Financial planning
Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the busin...
Funds management
The corporate regulator has announced it is taking action against Australian Unity regarding alleged failures by the fund manager in its target market determinations. ...
People & Products
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....
Funds management
Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior ...
Funds management
Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent....
Funds management
ASIC has made an interim stop order preventing Australian Unity Funds Management from issuing or distributing interests in an income fund to retail clients after concerns...
Financial planning
AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...
Financial planning
Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...
Funds management
Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
Financial planning
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....
Funds management
Three months since it was first announced, the firms have confirmed the proposed merger of the Cromwell Direct Property Fund and the Australian Unity Diversified Property...
People & Products
The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...