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

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago