Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
AUSTRALIAN UNITY
Editorial
With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...
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....
Never miss the latest news and developments in wealth management industry
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...