Otivo’s goal to provide mass affordable advice

Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it looks to partner with other industry players.

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Clime IM forecasts $1m savings from cost reduction program

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs.

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GenLife sees record quarterly inflows driven by advisers

A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter.

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Former RLAM managers receive rating for 2 new funds

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two global equities funds.

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My Dealer Services welcomes former GBST client head

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed.

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Relative Return: Guiding clients through policy overhauls

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Lif

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Perpetual CEO Reilly on turning around asset management

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division with greater cost simplification and improvements for J O Hambro.

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Turbocharging a wealth brand

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers.

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Two’s company: Finding your 2IC when scaling up

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

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Schroders’ Dear takes up senior portfolio manager role

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years.

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