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Ironbark, Invest Blue to create $64bn powerhouse

Ironbark Asset Management and Invest Blue have announced plans to merge, forming one of Australia s largest diversified financial services businesses.

David stephenChris larseInvestment solutionsIronbark asset managementInvest blue

Sydney advice firms merge to create aged care specialist

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-discipli

New south walesPaul barrettZvi teichtahlFoster raffanMclean delmo bentleysAustralian bureau of statisticsRose healthAssociation of superannuation funds australiaPriority advisory groupWise plannersAustralian bureauSuperannuation fundsRose partnersInvest blueVirtual business

AZ NGA makes Sydney advice firm acquisition

AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan.

North sydneyNew south walesDaniel molesworthDavid carneyRobert woodPaul barrettFoster raffanDavid deeganMclean delmo bentleysFinancial groupCommonwealth financial planningRose partnersInvest blueVirtual business

Advice firms take leap of faith with flexible work weeks

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories with Money Management.

New zealandNicole gortonKasey pattersonRyan watsonWeek globalInvest blueRobert halfCrowe australasiaTribeca financial

Lumiant, Invest Blue build digital advice platform

Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement.

David stephenSanti burridgeInvest blueSavant wealthVirtual business partners

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