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Showing 101 - 110 of 625 results for %22Next Generation%22

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... approach to their advice models," Gervasoni said. "We're absolutely thrilled to be selected as Hostplus' partner to bring its next-generation advice model to life."

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
... globally and as Australian employers we need to reframe how we engage with our existing talent and standout to the next generation," Nell said. "The Findex leadership team is very much cognisant of this, and I am excited to hit the ground running with ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines. Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in ...

AZ Sestante launches digital investing solution

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... generations over the next decade, it's logical for progressive wealth management firms to be reaching out to help the next generation now and not after they have built their wealth to what a firm might traditionally have regarded as their minimum threshold," ...

TIP Group appoints chief strategy officer

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
... difference." "As an Australian, I am excited that Rachel has decided to stay in this country to contribute to the next generation of business leaders while as the chief executive of TIP Group I am ecstatic to have secured a woman of her calibre to lead ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... which includes organic growth and mergers and acquisitions, supported by the group's capital and growth partner AZ Next Generation Advisory (AZ NGA). "Demand for strategic financial advice among our corporate clients and their employees has been steadily ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... through RI Advice. Along with changing licensees, they also negotiated with owner of Count Financial Member firm Next Generation Financial Strategies, to merge businesses under the Moore Wealth Advisers banner. Speaking about its reasons for joining ...

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
... partner Stephanie Choo said: "We are really excited to be backing Nick and the Pearler team as they build the next generation of holistic investing products." "Our thesis is that there is a big gap in the market between trading single stocks and having ...

Growth scare likely during second half of 2022: Report

CASSANDRA BALDINI  |  FRIDAY, 8 JUL 2022
... participants during the second half of 2022. Despite being open-minded as to which regime markets will eventually settle over the next six to 12 months, the report said it's a close call between a growth scare that culminates with a recession or a soft ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... capabilities and shift towards the digital era has been in the pipeline for some time. "Our strategy was always to build a next-generation platform, then scale it and ultimately turn off the old technology. But it's not as easy as flicking off one ...