AUSTRALIAN UNITY

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....

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....

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 month 4 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo