POWERED BY MOMENTUM MEDIA
AUSTRALIAN UNITY
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...
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
Financial planning
Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....
Financial planning
A burgeoning licensee admits it has had to turn away prospective advisers who did not fit with the business’ trajectory, despite solid growth in the last year....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...