Powered by MOMENTUM MEDIA
moneymanagement logo
 

AUSTRALIAN UNITY

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....

Financial planning

Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....

Funds management

Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...

Financial planning

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

Funds management

Mortgage trusts are beginning to be accepted by investors as a longer-term income-generating asset, not simply a short-term cash-like proposition, according to SQM Resear...

Financial planning

Australian Unity Investments (AUI) has initiated a discounted rights offer aimed at raising up to $28.9 million to fund the proposed expansion of three of the 22 properti...

Financial planning

The Australian Unity Altius Bond Fund has received a 'recommended' rating from ratings house Zenith Investment Partners....

Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

Financial planning

The members of Big Sky Credit Union have approved the transfer of the business to Lifeplan Australia Building Society, effective 1 March 2012....

Financial planning

The members of Big Sky Credit Union have approved the transfer of the business to Lifeplan Australia Building Society, effective 1 March 2012....

Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

Financial planning

Specialist property research company IPD this week launched a new product - the PCA/IPD Healthcare Property Investment Index....

Policy & Regulation

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

Financial planning

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago