Leading Australian legal FinTech expert Claire Wivell Platter joins Ignition Wealth Advisory Board

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Ignition Wealth CEO Mark Fordree has announced the appointment of Claire Wivell Plater to the Ignition Wealth Advisory Board. “Claire Wivell Plater is a leading Australian expert on compliance and... Read more continue reading

Zurich appoints Investments Account and Territory Manager for NSW/ACT

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Bevan Green to the role of NSW/ACT Account and Territory Manager for Investments, within its Life and Investments... Read more continue reading

Australian Unity appoints institutional Business Development Manager

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Australian Unity Funds Management has appointed Boyd Lees as senior institutional business development manager, based in Sydney and reporting to Damen Purcell, head of distribution at Australian Unity Funds Management.... Read more continue reading

US election a source of market fatigue: Instreet

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Equity markets are looking fatigued, lumbering along with little volatility as they wait for the US election result says boutique investment manager Instreet. This, of course, is completely contrary to... Read more continue reading

Slow and steady wins the growth race

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Synchron has announced it is aiming for a conservative net growth of 9-10 per cent per annum over the next two years, a rate which would lift the number of... Read more continue reading

AZ Next Generation Advisory subsidiary, Logiro, acquire Aspire

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AZ NGA subsidiary, Logiro, has acquired fellow Queesland-based Aspire SRS Pty Ltd (Aspire) only 3 months after joining forces with AZ NGA. Aspire is a Financial Wisdom member firm based in... Read more continue reading

Eaton Vance Corp. announces agreement to acquire assets of Calvert Investment Management, Inc.

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Eaton Vance Corp. has announced the execution of a definitive agreement to acquire the business assets of Calvert Investment Management, Inc. (Calvert), an indirect subsidiary of Ameritas Holding Company. In... Read more continue reading

High performing accounting and financial services firms looking inwards to drive growth

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High performing accounting and financial services firms are driving growth and profitability by leveraging the capabilities and existing client base within their business, according to new data released from Macquarie’s... Read more continue reading

AMP Capital Multi-Asset Fund tops A$1 billion FUM

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AMP Capital’s Multi-Asset Fund has exceeded A$1 billion in funds under management (FUM), with customer and adviser interest in the fund increasing significantly during the last 12 months amid market... Read more continue reading

Midwinter recruits ex Rice-Warner consultant Salvador Saiz

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Sydney based financial services technology provider Midwinter, has today announced its latest hire – Salvador Saiz as Head of Institutional Growth – as the company continues its growth within the Superannuation and... Read more continue reading