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INVEST BLUE
Financial planning
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group....
Financial planning
National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative....
Financial planning
As Invest Blue looks to quadruple its client base to 60,000 Australians, managing director David Stephen says outsourcing is helping it achieve these growth aspirations a...
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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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...