Otivo’s goal to provide mass affordable advice

otivo CFS colonial first state digital advice

| By Jasmine Siljic |

Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it looks to partner with other industry players.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Clime IM forecasts $1m savings from cost reduction program

Clime Investment Management Annick Donat boards

| By Laura Dew |

Funds management

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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GenLife sees record quarterly inflows driven by advisers

Generation Life lonsec annuities

| By Laura Dew |

Financial planning

A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Former RLAM managers receive rating for 2 new funds

Pinnacle Investment Management

| By Laura Dew |

Funds management

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two global equities funds.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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My Dealer Services welcomes former GBST client head

financial advice self-licensed AFSL

| By Laura Dew |

Financial planning

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Relative Return: Guiding clients through policy overhauls

Podcast Relative Return

| By Robyn Tongol |

Editorial

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Lif

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Perpetual CEO Reilly on turning around asset management

Perpetual asset management

| By Laura Dew |

Funds management

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division with greater cost simplification and improvements for J O Hambro.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Turbocharging a wealth brand

Pitcher Partners private wealth financial advice

| By Laura Dew |

Financial planning

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Two’s company: Finding your 2IC when scaling up

financial advisers Pitcher Partners succession plans practice management

| By Jasmine Siljic |

Financial planning

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

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Jasmine Siljic

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Schroders’ Dear takes up senior portfolio manager role

Schroders fixed income funds management portfolio manager

| By Laura Dew |

Funds management

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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