Aegis joins global transaction network Calastone

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Tony Nejasmic, Director of Business Development for Calastone Australia and New Zealand has announced that New Zealand investment platform Aegis has joined global transaction network. This completes a major step in building their Australasian business and streamlining order processing between platforms and managed funds across the region. Like Calastone has done in 29 other markets around the […]

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Valant Capital to provide Synchron advisers with investment solutions

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A new company, Valant Capital, has been created to provide leading platform, investment and insurance solutions to the advisers of Australia’s largest non-institutional licensee, Synchron. In a strategic decision made by the Synchron Board and in response to adviser demand, the investment solution offered by Valant Capital broadens Synchron’s value proposition to its now over […]

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Insync Fund Managers appoints new BDM

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Sydney-based firm, Insync Fund Managers, has appointed Yu Ming Cawthorn as the Business Development Manager for its flagship fund the Insync Global Titans Fund. Ms Cawthorn joins Insync from Yellow Brick Road where she was National Manager of Wealth Operations and responsible for implementing YBR’s wealth offering into their branch network. Insync is excited about […]

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O earnie!

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Infocus Wealth Management (Infocus) launched the group’s direct-to-consumer financial advice solution earnie.com.au last month and this month, earnie is off to school! With O Week currently in various stages of progress around the country, earnie.com.au will form part of O Week activities at University of Sydney’s Camperdown Campus this week. Since the launch of earnie.com.au, Infocus has […]

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Investment start-up Acorns cracks 100,000 users

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Investment start-up app Acorns has seen over 100,000 users sign up to the service after 6 months of operations, revealing more of the nation’s population are looking to take their financial futures seriously. Launching in Australia in February, 2016, not only does the milestone attest to the app’s rapid popularity – particularly amongst tech savvy […]

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Emefcy private placement raises $31.6m, underpins China play

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The later-stage wastewater treatment technology stock Emefcy is poised to embark on the next phase of its corporate strategy with full-scale commercial entry into the China market in the wake of a successful capital raising. Emefcy announced yesterday it had raised $A31.6 million after placing 49.4 million new ordinary shares at $0.64 cents a share – […]

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Australian Absolute Return Equity Manager Monash Investors, celebrates four years of true to label performance and SQM Superior rating

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In a low return, high volatility environment that may threaten the lifestyle hopes of a generation of Australian’s and where outperforming an equity index may still fail to deliver on investor’s goals, Monash Investors Pty Limited (“Monash Investors”) offers an investment strategy that may deliver what investors may be looking for: long term certainty, strong […]

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The Election is over, and it is likely that unlimited taxeffective super balances are over too

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“Proposed changes to superannuation may have a significant impact on the retirement savings plans for many Australians and they need to consider alternative tax-effective strategies.” These are the words of Neil Rogan, General Manager of the Investment Bond Division for Centuria Capital (Centuria), who today highlighted that the federal election result is likely to mean […]

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Madison launches market-leading model portfolios

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WealthPortal is proud to launch an expanded suite of Separately Managed Account (SMA) options from Proactive Portfolios. Proactive has launched through WealthPortal’s five new MFM (Managed Fund Models) SMA model portfolios which are blended from a select group of Managed Funds and offer a range of risk profiles for advised clients. These models are also […]

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Aviva Investors launches AIMS Target Income Fund

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Aviva Investors, the global asset management business of Aviva plc (Aviva), has launched a second fund in the Aviva Investors Multi-Strategy (AIMS) range in Australia: the AIMS Target Income Fund (ARSN 612 806 498). The fund is available for Australian institutional investors, and retail investors through platform providers. The AIMS Target Income Fund: Targets annual […]

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