Australian Unity appoints new Wealth and Capital Markets executive

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Member owned wellbeing company Australian Unity has announced the appointment of Michael McGavigan as Executive General Manager—Operations for its Wealth and Capital Markets platform. Mr McGavigan joined Australian Unity on

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Advisers need an empathetic mindset to support the financial needs of Generation X

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Generation X is the squeezed generation, and it’s not hard to figure out why. Facing unique challenges both day-to-day and financially, they’re experiencing pressure from all sides. Currently sitting between

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Tailored and trusted advice key to supporting the millennial generation

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Australia is on the precipice of a $3.5 trillion intergenerational wealth transfer. Industry research estimates it equates to some $320,000 per recipient. Yet, in the lead up to this significant transfer, we

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Australian Unity launches Future of Healthcare Fund

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Australian Unity has launched the Australian Unity Future of Healthcare Fund to generate long-term capital growth for investors and increase the wellbeing of all Australians by investing in the future

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Australian Unity appoints Dr. Joe Fernandes as CIO 

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Australian Unity’s Wealth & Capital Markets business has appointed Dr. Joe Fernandes as Chief Investment Officer. Dr. Fernandes joins the 180-year-old mutual organisation with more than two decades of experience

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Healthcare property delivering strongly for investors but finding value more challenging: PFA Conference

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Healthcare property may continue to provide strong returns and defensive characteristics for investors, but finding intrinsic value in the asset class has become more challenging, according to Chris Smith, Head

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Social media driving global philanthropy beyond June 30

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The increasing influence of social media platforms and crowdfunding globally means traditional philanthropy is evolving, but for many June 30 still remains a key date for tax planning, says Emma

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Managing family expectations can help avoid challenges to Wills

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The growing trend for people to challenge Wills is set to continue as baby-boomers leave significant wealth behind – but perhaps not in the way that family members expect, says

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Strengthening client relationships through philanthropy

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Raising the idea of philanthropy with clients can result in stronger client relationships for financial advisers, and can provide better outcomes for charities as well, says Emma Sakellaris, executive general

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Digital footprints on death – why they matter

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Social media accounts live on after their creators die, and their existence can create uncertainty for estate executors as well as distress for family members, says Anna Hacker, national manager,

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