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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...
Financial planning
Debtor finance group Bibby Financial Services has expanded its presence in Victoria with the appointment of Grant Dickson to state sales manager, while Richard Dyer will ...
Superannuation
The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...
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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...