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AUSTRALIAN UNITY
Funds management
Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
Financial planning
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....
Funds management
Three months since it was first announced, the firms have confirmed the proposed merger of the Cromwell Direct Property Fund and the Australian Unity Diversified Property...
People & Products
The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...
People & Products
Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...
Funds management
Cromwell Funds Management has entered into a merger implementation deed with Australian Unity Property Ltd....
Funds management
With the Fund Manager of the Year Awards just around the corner, Money Management spoke with the finalists nominated for Unlisted Real Estate Fund of the Year....
Financial planning
The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....
People & Products
Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity ...
Funds management
Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...
Features
Despite the move to remote working, the impact of the pandemic on the property market was not as bad as people had expected, writes Oksana Patron....
Policy & Regulation
The corporate regulator has banned another former authorised representative for misleading clients about MySuper opt-outs....
People & Products
Tim Barber has been appointed as head of Mercer Super and will lead the Mercer Super Trust, when his position commences in May....
Funds management
The Future of Healthcare fund will invest in venture capital and private equity, domestic and international equities, and infrastructure and real estate relevant to healt...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...