AUSTRALIAN UNITY

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. ...

People & Products

Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...

Funds management

Cromwell Funds Management has entered into a merger implementation deed with Australian Unity Property Ltd....

Funds management

With the Fund Manager of the Year Awards just around the corner, Money Management spoke with the finalists nominated for Unlisted Real Estate Fund of the Year....

Financial planning

The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....

image
People & Products

Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity ...

image
Funds management

Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...

image
Features

Despite the move to remote working, the impact of the pandemic on the property market was not as bad as people had expected, writes Oksana Patron....

image
Policy & Regulation

The corporate regulator has banned another former authorised representative for misleading clients about MySuper opt-outs....

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

I really don't know what makes these guy's tick to think they can get away with it, it's the height of stupidity! They c...

1 day 17 hours ago
Seti

The world is increasingly over US imperialism. The country built on mostly forced military global outposts post ww2 , ...

4 days 17 hours ago

adviser losses will be less severe in 2024, yes because there are next to none left. ...

4 days 21 hours ago

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

4 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

6 days 17 hours ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 1 day ago