AUSTRALIAN UNITY
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....
Financial planning
Australian Unity-owned Big Sky Building Society appoints new CEO. ...
Financial planning
Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...
Editorial
Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...
People & Products
J.P Morgan Asset Management has recruited Stephen Alcorn as head of institutional....
Superannuation
SMSF trustees should look to commercial property to avoid overheated residential property investment market. ...
Editorial
Australian Unity’s financial services business defied sluggish growth trends across the rest of the group to lift its FUM by a record $3.2 billion in the half year to Dec...
Editorial
One of the biggest challenges that investors face is working out what impact economic, financial, political, commercial or social events will have on their investments. A...
Financial planning
While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...
Superannuation
The superannuation guarantee needs to be drastically increased to 18 per cent for the system to become adequate, according to a financial services executive....
Financial planning
Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...
Funds management
Australian Unity Investments (AUI) has proposed to merge its Australian Unity Fifth Commercial Trust (FCT) with its unlisted Australian Unity Office Property Fund (OPF), ...
Editorial
The Asian equities market is vulnerable to US quantitative easing in the short term, but the market itself is very diverse and the longer-term outlook stronger. ...
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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...