AUSTRALIAN UNITY INVESTMENTS

Financial planning

Investing in Australian banks is an effective "outside the square" way to build a defensive portfolio in the current economic climate, according to Platypus Asset Managem...

Financial planning

Australian Unity Investments has entered into an agreement with Investa Property Group to acquire the responsible entity for its retail funds business....

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People & Products

Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager....

Financial planning

Australian Unity Investments (AUI) has allocated 3 per cent of the total assets of its High Yield Mortgage Trust to enable monthly redemptions....

Financial planning

Investors' caution about market risk and their continuing preference for cash expose them to even more risks, according to Australian Unity investments head of retail Cam...

Funds management

While the property market as a whole is predicted to experience modest growth this year, healthcare property is expected to lead the market with standout growth, accordin...

Financial planning

Australian Unity Funds Management has found itself in legal dispute with David Tweed....

Financial planning

There is a more positive investment outlook this year compared to 2010, but we will still see some disruptions and volatility, according to AUI head David Bryant....

Funds management

The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...

Funds management

Australian Unity Investments has announced the opening of the Seres Asian Equity Opportunities Fund for Australian retail and institutional investors....

Financial planning

Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate...

Financial planning

Kirsty Dullahide explains why in times of uncertainty, a diversified portfolio will continue to serve the needs of clients....

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Financial planning

Australian Unity Investments has restructured its operations in response to recent expansion....

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Editorial

Matt Walsh explains why maximising the opportunities offered by an ageing client base can add value to your financial planning business....

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Financial planning

Well-known former ANZ Bank chief economist Saul Eslake has taken up a role on the investment advisory committee of Wingate Asset Management....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 13 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 14 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago