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

CommSec State of the States – October 2016

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Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending; equipment investment; unemployment; construction work... Read more continue reading

Weekly market update – week ending 21 October, 2016

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Investment markets and key developments over the past week Most major global share market rose over the past week helped by generally good economic data, more evidence that US earnings... Read more continue reading

Lonsec says new IOOF MultiSeries funds are value for money

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IOOF has announced that the new IOOF MultiSeries funds have been awarded a ‘Recommended’ rating from independent ratings house Lonsec Research Pty Ltd. IOOF MultiSeries is a new range of low... 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