AUSTRALIAN UNITY
Financial planning
Merged entity will have $7.5 billion in funds under management, up to 330,000 members and 560,000 customers, with offices in Sydney, Melbourne, Brisbane and Adelaide....
Financial planning
Lifeplan members meeting on August 13 in Adelaide to vote on the proposal....
Financial planning
Australian Unity's merger with Lifeplan will see the Adelaide-based mutual become a specialist funds management business....
Funds management
Merger of two mutual companies will result in group with funds under management of more than $7 billion....
Financial planning
The latest Australian Unity Wellbeing Index suggests that people who borrow large amounts of money to fund a genuine investment are generally happier than those with lowe...
Financial planning
The latest Australian Unity Wellbeing Index suggests that people who borrow large amounts of money to fund a genuine investment are generally happier than those with lowe...
Accounting
Appoints Steve Davis to drive the expansion of its accounting firms over the next few years after a favourable response to its business model....
Financial planning
Boutique funds management firms need support to avoid breaching AFSL terms....
Financial planning
Morningstar injects some rationality into mortgage funds debate....
Financial planning
Fund managers scramble in the wake of the Government's bank guarantee....
Financial planning
Entries open today for the eighth annual Paraplanner of the Year Award....
Financial planning
Entries open today for the eighth annual Paraplanner of the Year Award....
Financial planning
The Friendly Societies of Australia is to outsource its administration services to ABACUS....
Financial planning
Takes the plunge into international equities....
Financial planning
Insurance business sale hits legal snag....
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MARKET INSIGHTS
Podcast
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