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Showing 141 - 150 of 427 results for "Australian Unity"

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
... has joined Ironbark Asset Management as head of client solutions. Kenny was most recently chief executive of Australian Unity joint venture, Federation Alliance, a superannuation and managed accounts platform provider. Kenny brings more than 20 years' ...

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
The chief executive of several ANZ-aligned advice dealer groups is joining Australian Unity. Millennium3 and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer generation, which makes it the largest ever intergenerational ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... September 2017, flagging the sale of advice subsidiary Bridgeport at the same time. Bridgeport was later acquired by Australian Unity in March. This marks the second acquisition by IRESS in less than a month, having acquired digital advice compliance ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... Earlier this month, it also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated by advisers.

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... combination of bitcoin, ethereum and native (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation with financial advisers ...

Unlisted property top performer in 2017: Report

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... high income return component, relative to both other global property markets and other asset classes," he said. Australian Unity head of commercial property Mark Lumby said: "The performance of our funds is driven not only by market conditions but also ...