AUSTRALIAN UNITY

Financial planning

Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....

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People & Products

Lawyer Lisa Chung named to join Australian Unity board....

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Life/Risk

Australian Unity has posted a 16 per cent increase in profit after tax for the six months to December, 2016....

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Features

Mark Lumby explores the role unlisted commercial property funds can play within the current volatile and low interest rate environment....

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News

Netwealth has entered a partnership agreement with Australian Unity to launch a private label version of its managed accounts service....

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People & Products

Australian Unity Funds Management has expanded its institutional distribution team with the appointment of experienced Boyd Lees....

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People & Products

Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....

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Superannuation

Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....

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Funds management

Australian Unity is conducting a proposal to list the Australian Unity Office Property Fund on the ASX....

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Funds management

Australian Unity’s half-year result has revealed the pluses and minuses resulting from its Premium Wealth Management acquisition....

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Funds management

Australian Unity is going back to the future with its latest mortgage fund offering....

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Financial planning

Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....

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Financial planning

Australian Unity’s acquisition of Premium Wealth Management alongside Waratah Insurance brokers and Flinders Australia has helped drive a strong increase in earnings....

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Tools & guides

The risk of including fixed interest in portfolios when interest rates are set to rise can be managed and even present an opportunity for advisers, Bill Bovingdon writes....

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Financial planning

Australian Unity is aiming to take advantage of opportunities in the advice sector following its purchase of Premium Wealth Management, after posting a $12 million first ...

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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