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Showing 1 - 10 of 24 results for "NextGen"

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... influencer's role in the February 2021 launch of the VanEck Social Sentiment ETF (NYSE: BUZZ). The ETF tracks the BUZZ NextGen AI US Sentiment Leaders Index, which comprises the 75 large cap US stocks with "the highest degree of positive investor ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Linchpin Capital and Beacon Financial Group, Endeavour Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised clients of her practice, Beyond iWealth, to invest in the now defunct Invesport Income Opportunity ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
... experience, which is pretty cool." In August, BNP Paribas' Securities Services business launched its own virtual agent, NOA (NextGen Online Assistant) for Australia and NZ clients on its client services portal Neolink. Both NOA and ALiX are currently ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... ignoring an Australian Financial Complaints Authority (AFCA) determination, which was then escalated to the Federal Court, NextGen Financial Group is now in the process of winding up. WJ & V Drakoulis Super, the trustees of the SMSF that sued NextGen ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Blow out there hasn't got a hope in hell." According to ASIC's Financial Adviser Register, Valvo was licensed by NextGen Financial Group at the time of the alleged conduct. In September 2021 he moved to We Are Gen Y before ceasing on 30 December ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... respected his business acumen and will profoundly miss his friendship." Trapnell cited Harrison's work in developing the NextGen bootcamp for young advisers and Synchron's legal battle against the State Revenue Office of Victoria in relation ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... Synchron under the new parent company while Prossor becomes a director. The Synchron brand will remain as is, while its NextGen program, which supports the professional development of advisers, will expand across the group. Synchron had 422 advisers ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... Trapnell commented that Crother's experience in working with financial advisers and the fact that she is a Synchron NextGen graduate, means she has an excellent understanding of the challenges and ambitions of Synchron advisers. "We are looking forward ...

Chief economist update: COVID-19 causes double-dip

BENJAMIN ONG  |  MONDAY, 3 MAY 2021
The Eurozone is back - back in recession, that is, dragged down into a double-dip by the coronavirus -- its resurgence (third time unlucky), its variants and the slow pace of vaccinations. Preliminary estimates released by Eurostat show the single-currency ...

Chief economist update: Light at the end of the Euro tunnel

BENJAMIN ONG  |  FRIDAY, 12 FEB 2021
It's beginning to look a lot like the Eurozone economy wouldn't be able to dodge a double-dip recession given tighter and/or extended coronavirus restrictions and lockdowns remain in place in many of its member countries. Eurozone GDP fell into ...
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