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Showing 1061 - 1070 of 1955 results for "Generation"

China poised for asset management boom

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... 12% per year to 2030. Powering this growth are retail and high-net-worth investors such as business owners and second-generation wealth that are entrusting a larger share of wallet to fund managers. While this segment only invests 4% of its wealth into ...

Younger generations gaining super ground

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... (Australia) shows gains in superannuation market share were made by all three younger generations since September 2007 with Generation X now comprising 36.2%, Millennials sit at 14.6% and Generation Z up from zero to 1.9%. This corresponds with the declining ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... specific to the mortgage industry also flowing through to existing features such as the client portal and document generation system. In future, FinPal plans to integrate complementary technologies similar to its recent partnership with Moneysoft. "Supporting ...

Spaceship appoints new portfolio manager

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... manager at Opal Plus. Commenting on Sedawie's appointment, a Spaceship spokesperson said: "We're on a mission to help our generation build wealth, and we are working hard to build out our best-in-class investment team." "We want to make sure our members ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
An AZ Next Generation Advisory subsidiary has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... that aims to identify promising new talent and promote high standards of education and professionalism among the next generation of advisers. For experienced advisers and staff Akers said there can be progression to business leadership and the creation ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... compliance and administrative functions, and enabling more timely client portfolio rebalancing and client record of advice generation," Rees-Evans said. WealthO2 was established in 2015, providing managed discretionary account services and expanded to ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... employers, education providers and aspiring students of financial advice is a positive beginning as ensuring the next generation is ready to meet consumer needs is key to setting the Professional Standards legislation in motion. "This is the first step ...

Super funds strengthen support for low carbon economy

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... 'entirely green' to 'no exposure to green energy sources' is allocated. It specifically excludes high-intensity coal generation and mining companies, such as those that derive more 20% or more of their revenue from coal-related activities. Harwood added ...

Aussie super maintains good grades

DARREN SNYDER  |  MONDAY, 23 OCT 2017
Australia's $2.3 trillion retirement income system remains world-class but maintaining its global top-three status is proving ever more difficult. The 2017 Melbourne Mercer Global Pension Index, released today, shows that for the second consecutive ...