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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

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

9 months 1 week 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. ...

9 months ago

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

9 months 2 weeks ago