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Invest Blue invests $2m in Lumiant s digital platform

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and satisfaction.

David stephenInvest blueVirtual business partnersSantiago burridge

April 2023 Riskalyze Fintech Five

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

United statesAaron kleinTricia rothschildSamantha russellChris dadejJason wenkDavid kleinhandlerMichael batnickDavid barnardCody fosterOpto forms an advisory councilShareholders service groupAlliance bernsteinRiskalyze fintech fiveStartup lumiant raisesInvest blue

John Brogden to deliver Rotary Club of Armidale annual lecture | The Armidale Express

Depression will be the subject of this year's Rotary Club of Armidale annual lecture

New south walesBernie shakeshaftRay chappellJohn brogdenManna instituteArmidale city bowling clubClub of armidaleLifeline internationalRotary clubTrack founder bernie shakeshaftTomorrow manTomorrow womanSmart region incubatorInvest blue

The latest in financial #AdvisorTech — April 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.

South australiaSchwab tdameritradeMonte carloAndrew altfestJason wenkEstate planning labAdvisor credit exchangeKitces research on advisor productivityInformation softwareEnvestnet credit exchangeKitces research on advisor technologyFinancial advisortech solutionsTd ameritradeEquity advisor solutionsShareholders service groupKitces research

Three Australian startups that landed over $22 million this week

We have three great Australian startups that managed to collectively land over $22 million this week. And they're an eclectic bunch!

Fintech lumiantSimon millerMichele stansfieldUs fire administrationMain sequenceInvest blueSavant wealthSantiago burrige

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