Invest Blue sets ‘high standard’ for work/life balance

Invest Blue recruitment work life balance

National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative.

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Perth advisory founder to depart after 25 years

Perth financial advice managing director appointments

Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years.

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Betashares unveils ethical Aussie fixed income ETF

BetaShares bonds fixed income ETFs

Betashares’ latest fund will seek to invest fully in an ethically screened portfolio of Australian corporate and government bonds.

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Relative Return Unplugged: The global ripples of a Trump sweep

Relative Return Podcast

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive dee

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Co-regulation in sight by 2030 says FAAA

Sarah Abood David Sharpe AFSL licensing financial advice

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.

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Platform v adviser: Who decides on product selection?

praemium insignia mlc platforms BT Panorama macquarie equity trustees

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.

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The symbiotic relationship between advisers and accountants

accountants advisers financial advice

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.

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AllianceBernstein sees departure of Australian MD

Alliance Bernstein appointments managing director

AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.

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Magellan FUM flat as firm launches 2 funds

Magellan funds under management australian equities global equities

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.

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