AUSTRALIAN UNITY

Policy & Regulation

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

Financial planning

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

Financial planning

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

Financial planning

Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....

Financial planning

Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....

Financial planning

Ratings house Standard & Poor's Fund Services (S&P) has left its four-star rating for the Australian Unity Healthcare Property Trust in place, despite the fund entering i...

Financial planning

The Federal Court has found in favour of Australian Unity after David Tweed's Direct Share Purchasing Corporation (DSPC) took an action seeking to force it to register a ...

Financial planning

Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....

Financial planning

Australian Unity and Big Sky Credit Union have announced they will explore and evaluate a potential merger....

Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

Financial planning

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

Financial planning

There has been little improvement in the lagging mortgage fund sector, with redemption pressures, difficulty lending and sluggish inflows still causing problems....

Policy & Regulation

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

Financial planning

Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...

Financial planning

Redemptions from mortgage funds have slowed and may plateau in the next few months, allowing fund managers to focus on building liquidity and investments, according to Au...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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