AUSTRALIAN UNITY

Financial planning

Australian Unity has taken over the $60 million Permanent Friendly Society, its biggest merger since its formation in 1993....

Financial planning

Australian Unity has revamped the management of some of its products using a multi-manager approach. Salomon Smith Barney now manages 50 per cent of Australian Unity’s Pr...

Financial planning

Australian Unity will continue to grow its funds management operation in the next financial year as the traditional friendly society business continues its slow decline, ...

Financial planning

Australian Unity and Becton Corporation are to build a $80 million over-55s residential development in the up-market Melbourne suburb of Brighton....

Financial planning

Investment performance is still the most important consideration for clients deciding which product to invest in, a funds management and consumers study has found....

Financial planning

Listed Property Trusts (LPTs) have achieved a lower risk profile with good returns during the past 18 years, according to the latest research released by Australian Unity...

Financial planning

Investment performance is still the most important consideration for clients de-ciding which product to invest in, a funds management and consumers study has found....

Financial planning

York Capital has succeeded in having its Wholesale Property Income Fund put on Norwich’s Navigator master fund’s recommended list....

Financial planning

Former National Mutual executive director Ian Ferres is to join the Australian Unity board....

Financial planning

The future looks much brighter for investment in New Zealand, according to Spicers Portfolio Management research manager Aaron Hing....

Financial planning

The financial services industry could learn the proposed new owners Melbourne-based StateGuard Friendly Society by the end of this week....

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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 1 day 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