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AUSTRALIAN UNITY
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....
Superannuation
Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....
Funds management
Australian Unity is conducting a proposal to list the Australian Unity Office Property Fund on the ASX....
Funds management
Australian Unity’s half-year result has revealed the pluses and minuses resulting from its Premium Wealth Management acquisition....
Funds management
Australian Unity is going back to the future with its latest mortgage fund offering....
Financial planning
Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....
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....
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....
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 ...
Financial planning
Kinetic Super has made three exeuctive officer appointments on continuing growth journey....
Financial planning
Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....
Financial planning
Zenith awards Australian Unity Diversified Property Fund a ‘recommended’ rating....
Funds management
Australian Unity Investments has appointed BNP Paribas Securities Services as its custodian and administrator. ...
People & Products
Platform provider Federation Alliance has appointed Alan Kenny as its acting chief executive officer....
Financial planning
Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...