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AUSTRALIAN UNITY
Financial planning
Australian Unity has linked with a number of prominent portfolio managers to set up a boutique funds management group that will specialise in absolute return fixed intere...
Financial planning
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
Financial planning
The investment management arm of Australian Unity has flagged that it will expand its product range early in 2005, both through in-house development and possible joint ve...
Financial planning
Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...
People & Products
Australian Unity has moved quickly by appointing former Perpetual private clients manager David Bryant as head of its funds management division and filling the role of so...
Financial planning
Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...
Financial planning
Melbourne-based financial services group Australian Unity is throwing its weight behind expanding its three year old financial planning arm with plans to increase its adv...
Financial planning
Australian Unity is to expand its membership base to include investors in its unit trusts and property syndicates....
Financial planning
Australian Unity has broken through the $2 billion funds under management (FUM) figure for the first time, on the back of a jump in inflows early this year – up 100 per c...
Financial planning
Australian Unity has snared former Perpetual executive Rohan Mead as its new group managing director with incumbent Ian Ferres staying in the job until the end of this fi...
Financial planning
Australian Unity’s head of financial services, Simon Grant, has left the company after a restructure of its senior management team....
Editorial
Australian Unity is to double the size of its financial planning business and launch a new superannuation administration service by the end of October despite reporting a...
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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...