Search Results | Showing 31 - 40 of 376 results for "Next-Generation" |
| | | ... superannuation gave a generation the means to end their careers with dignity, the Kids Future Fund will give the next generation the financial platform to embark on their careers with confidence." |
| | | | ... offices is increasing. "As we're seeing the transition of wealth from the baby boomer generation on to the next generation, as opposed to say, a century ago, when the wealth would have all gone to the eldest male, we're now seeing it being inherited ... |
| | | | AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ... |
| | | | ... adviser and paraplanner number dwindling, survey results still don't provide too much comfort on where the next generation of paraplanners are coming from" the survey said. "More must be done to attract, educate and train new entrants." Looking at ... |
| | | | AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ... |
| | | | ... Looking even further ahead, it said that HNWs expect to pass down close to $2 trillion worth of assets to the next generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning ... |
| | | | AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ... |
| | | | ... said. "If you don't have any Gen Zs in your workforce right now, you will really soon. Within six years, this next generation will be 31% of the labour market. So, we're going to be working with a lot more of them." From a client perspective ... |
| | | | ... dollars, more than the GDP of Australia and New Zealand combined, are set to move from the Baby Boomers to the next generation in the coming years." Therefore, Fischer said, these trends are really driving some of the shifts in adviser behaviour, with ... |
| | | | ... at JANA to bring the best of operations and governance to our clients' beneficiaries as well as helping the next generation coming into our industry." Leaper has over 14 years of experience in financial services, having previously worked for National ... |
|
