INVEST BLUE

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

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Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

6 hours 55 minutes ago
Simon

...and not to forget if I'm a butcher, a baker, or candle stick maker then I'm a 'Qualified Adviser'!!! - sorry couldn't...

7 hours 52 minutes ago
Chris Cornish

Needed to add - "consult heavily with the market " ... but don't publish or listen to submissions if they differ from ou...

1 day 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago