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Showing 191 - 200 of 1557 results for "Round"

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... clients' health, longevity and aged care risks that could impact retirement. Prior to the acquisition, it closed a seed funding round totaling $5.2 million following backing from Invest Blue and Savant Wealth Management. Invest Blue explained its ...

Another round of consultation for veteran super taxation

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... MSB reversionary pensions impacted by the Douglas decision remain non-assessable, non-exempt for income tax purposes. This round of consultation is open until May 19.

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... in September, it received an undisclosed amount from investor Ric Edelman. In March, Lumiant closed another seed funding round totaling $5.2 million.

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... BT said two virtual speed networking events have been held in Sydney and Brisbane to date, which has resulted in 85 first-round job interviews for new entrants. In addition to these events, the collaboration includes a range of activities that focus ...

Harvest Lane backs US cybersecurity firm

CHLOE WALKER  |  TUESDAY, 4 APR 2023
Harvest Lane Asset Management (Harvest Lane) led a $17.2 million funding round for cybersecurity company Votiro, with the investment chief joining the technology firm's board. The new funding aims to accelerate Votiro's global marketing and sales reach ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... chief executive Andrew Whelan outlined a clear vision of what the company needs to achieve for its clients with this latest round of funding. One goal is to enhance the platform's core, allowing the delivery of custodial SMS alongside its proprietary ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... Crawford estimates. The full cost of egg harvesting is incurred at every cycle; some women may only need to go through one round to collect enough eggs to give them a good chance of having a baby in the future, while others will need to have further ...