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Showing 11 - 17 of 17 results for "Invest Blue"

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... out a mobile advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and Savant Wealth Management making the total capital raised to date $12 million. Luminant, which launched in the US last year ...

Invest Blue trials nine-day fortnight for advisers

CASSANDRA BALDINI  |  MONDAY, 13 MAR 2023
... point, with evidence to the committee suggesting that this point is a limit of 39 hours a week," the report said. Invest Blue head of people and culture Kasey Patterson explained the group's philosophy is that looking after its people will help its clients. ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines. Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

New managed portfolio on MyNorth

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
Invest Blue and Russel Investments have partnered to launch a new managed portfolio through AMP's MyNorth platform. AMP said the Cornerstone Managed Portfolios was created to respond to increased adviser and investor demand for transparent, personalised ...

New appointment to TAA board

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... (TAA) has made a new appointment to its board. Jennifer Mogg, operations manager, company secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning ...
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