AUSTRALIAN UNITY

Financial planning

Kinetic Super has made three exeuctive officer appointments on continuing growth journey....

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Financial planning

Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....

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Financial planning

Zenith awards Australian Unity Diversified Property Fund a ‘recommended’ rating....

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Funds management

Australian Unity Investments has appointed BNP Paribas Securities Services as its custodian and administrator. ...

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People & Products

Platform provider Federation Alliance has appointed Alan Kenny as its acting chief executive officer....

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Financial planning

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

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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...

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Financial planning

Australian Unity claims monthly educational contact with clients is optimal....

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Financial planning

Australian Unity planning chief executive points to adviser backlash against vertical integration....

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Financial planning

Premium Wealth Management secures IOOF’s John Cruz to head up compliance....

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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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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...

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Financial planning

Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....

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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....

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Financial planning

Australian Unity-owned Big Sky Building Society appoints new CEO. ...

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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