AUSTRALIAN UNITY

Financial planning

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

Financial planning

Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...

Funds management

The desire for yield in a low interest rate environment will see retail interest pick up in the unlisted property sector, according to Mark Pratt, general manager - prope...

Financial planning

Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...

Financial planning

Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year 2012 award....

Editorial

The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...

People & Products

Australian Unity Investments has appointed Kate Hoare as its fourth senior investment executive....

Financial planning

Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....

Rate the raters

Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...

Superannuation

Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....

Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Financial planning

Australian Unity Personal Financial Services has emerged as Money Management's 2012 Institutional Dealer Group of the Year, while Dixon Advisory Services has been named t...

Funds management

With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...

Financial planning

Client satisfaction with their advisers' skills and reliability has improved significantly in the past six months despite stagnant share market performance....

Funds management

Retail investors remain cautious when it comes to investing in the mortgage fund space, according to Australian Unity Investments head of mortgages Roy Prasad....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago