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Everything from Invest Blue

Invest Blue and Lumiant partner to develop digital advice platform

From Invest Blue

National financial advice firm, Invest Blue has entered a strategic partnership with advice and client engagement platform Lumiant to build a cloud-based platform that boosts client engagement, satisfaction and well-being.

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16 May 2023
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Invest Blue to invest $1.9M on nine day fortnight initiative

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Financial Advice firm, Invest Blue, has adopted a nine day fortnight pilot, which would give all full time employees an extra 26 days off a year at a cost of

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14 Mar 2023
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Cornerstone portfolios for Invest Blue practices launched on BT Panorama

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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 4000-strong client base. The new suite

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16 Feb 2021
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Earn CPD Points

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    Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]

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