AUSTRALIAN UNITY
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....
Financial planning
Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Financial planning
Premium Wealth Management secures IOOF’s John Cruz to head up compliance....
Policy & Regulation
Premium Wealth Management chief executive, Paul Harding-Davis believes FOFA has crimped opportunities for organic growth giving rise to moves such as the acquisition by 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...