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Showing 91 - 100 of 101 results for %22AZ Next Generation Advisory%22

IRESS renews NAB wealth tech agreement

MELANIE TIMBRELL  |  MONDAY, 3 SEP 2012
... Advice and Marketing at MLC and NAB Wealth Richard Nunn said the Group had invested at enterprise level in their next generation technology platform as part of the commitment to assist Advice businesses. As part of the agreement, IRESS' client engagement ...

Asteron Life completes $10m platform upgrade

ELISE BURGESS  |  WEDNESDAY, 29 FEB 2012
... advisers of all age groups using the platform to ensure it will suit any age demographic from older advisers to the next generation. They have been involved in the input and functionality of it." "It also proved to be a robust system, we had many people ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... Bankhall Group (SBG) have entered a long-term strategic supply agreement where XPLAN will be deployed as SBG's next generation advice platform. Following a review of global solutions, incorporating a formal tender process, SBG selected IRESS' wealth ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... said he would withdraw from the role as part of the transaction. "It's an integral part of our transition to the next generation of financial planning," he said. "But I am continuing as chairman of the board." Summers has led the financial advisory business ...

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
... best-practice investing and advice-focused technology. The firm has launched a new investment and advice solution, called 'Next Generation', which the group said could redefine financial advice in Australia. Developed over the past two years, 'Next Generation' ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
... The government's proposed reforms to compulsory super give financial planners more reason to look after their next generation of clients. The recommended SG lift from 9 per cent to 12 per cent by 2019/20 will, unfortunately, mean little for those who ...

UK firm launches planner competition

COMPANY RELEASE  |  FRIDAY, 20 MAR 2009
UK based, Norwich Union is running a competition targeting university graduates to find the next generation of financial advisers. Norwich Union, soon to be re-branded Aviva, launched The Future Adviser Programme with the Manchester Metropolitan University ...

Green funds to benefit from new govt policies

MICHELLE BALTAZAR  |  FRIDAY, 5 DEC 2008

Morrison Carr triples adviser base

RUTH LIEW  |  THURSDAY, 27 NOV 2008
... manager Phillip Alexander attributes the growth to the Morrison Carr business model which he claims provides the next generation license to those advisers who have outgrown their existing arrangements. The global economic turmoil has also spurred advisers ...

India: a country within a country

ALEX DUNNIN REPORTING FROM MUMBAI AND NEW DELHI AT THE INAUGURAL AUSTRALIA INDIA FINANCIAL FORUM  |  THURSDAY, 22 NOV 2007
... Shaw Stockbroking and a regular visitor to India. This new attitude to economic development is also impacting the next generation of Indians. "The young Indian you see is very much geared for growth," said Chaini. "We all grew up in a culture where we ...