OPENINVEST

People & Products

Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...

Financial planning

hmh Advisory has announced the launch of its new online wealth management solution, offering four diversified portfolios across a range of risk and return profiles in par...

Features

Given the growing number of young, tech-savvy Australians with their own unique financial goals, firms are launching new solutions to capture this next generation of inve...

Financial planning

EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...

People & Products

Perth-based advisory and accounting firm Pascoe Partners has launched an online investing solution to serve a broader number of clients....

People & Products

The newly launched digital investment portfolio solution, Spark Invest, will see all profits from its management fees directed to charitable benefactors....

People & Products

Portfolio management company, Peak Investment Partners, has launched an online investment solution to reach a broader demographic of clients....

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People & Products

Lifespan Financial Planning has launched a digital investing solution to support the mass market Australians who are priced out of receiving holistic personal advice from...

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People & Products

Fintech firm, Fiduciary, has partnered with digital investment platform provider, OpenInvest, to help bridge the growing advice affordability gap which currently exists i...

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People & Products

The firm hopes platform will help breach the advice gap by helping advisers incorporate a broader-base of clients....

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Financial planning

OpenInvest has added BlackRock model portfolios to its platform, at the same time as appointing Spiro Pappas as its chairman, with further firms expected to be added in t...

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Financial planning

The need for ‘joined up’ digitisation is one of the biggest technology challenges in financial advice, according to a panel....

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People & Products

Graham Hand has been appointed as a non-executive director to WealthO2, bringing with him 40 years of industry experience as the platform continues to grow....

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People & Products

Online marketplace and investment platform, OpenInvest, has appointed a new non-executive director to its board. ...

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Funds management

Clime Investment Management has announced the addition of four new investment portfolios through OpenInvest platform....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

1 day 2 hours ago
Howard Elton

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

2 days 9 hours 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...

2 days 9 hours ago

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

5 days 3 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 2 days ago

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

1 week 2 days ago