INVEST BLUE

Financial planning

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...

Financial planning

The holistic advice firm has reached the final stage of its Ironbark Asset Management merger as its managing director, David Stephen, discusses the firm’s future growth s...

People & Products

Two national financial services businesses are set to merge this month to create a $64 billion diversified firm with more than 500 staff, striving to become ‘Australia’s ...

Features

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories ...

Financial planning

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and sati...

Outsider

Outsider is hopeful of the news from advice firm Invest Blue that it is trialling a move to a nine-day fortnight for its staff....

Financial planning

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually....

People & Products

AMP’s Invest Blue and Russell Investments have developed new managed portfolios which will be offered through AMP’s wrap platform MyNorth. ...

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MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

22 hours 48 minutes ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

22 hours 48 minutes ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

23 hours 52 minutes ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

3 days 16 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week ago