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Showing 171 - 180 of 450 results for "Next-Generation"

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... expertise that goes beyond a strong investment culture will be key, especially as wealth is transitioned to the next generation in the decade ahead," he said.

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... Partners and general manager of Superfund Wholesale. Most recently, he had been building a new SMSF offering for the next generation of Australian investors. He will now join Stake to build that offering under its master brand. "Self-managed super doesn't ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... who can afford upfront fees," Peker said. More than $3 trillion of wealth is expected to be transferred to the next generation in the next 10 to 20 years and advisers are not guaranteed to retain the client. The challenge for advisers is to engage younger ...

NZ firm hires 10 analysts in Australian expansion

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
... expertise with the best talent regardless of tenure," Vanderzeil said. "The sectors and factors that will produce the next generation of returns will invariably be different to those of today and we will be seeking to utilise data and partnerships to ...

Government declares record deficit, super reforms

JAMIE WILLIAMSON  |  TUESDAY, 6 OCT 2020
... Japan today." Laying out the Morrison government's economic recovery plan, Frydenberg said: "We owe it to the next generation to ensure a strong economy so that their lives are filled with the same opportunities and possibilities we have enjoyed." ...

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... had real life experience in investing," she says. "What we need in the finance industry is innovation and the next generation to really fill it with better energy and continue to drive this industry forward." Liu runs up to four workshops annually at ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
... their business, returning value to all stakeholders including clients and staff, and creating a legacy for the next generation."

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... services, funds management, and wealth advice solutions. According to its website, Sanlam has partnered with the next generation of financial creators in a bid to "create real value that lasts for generations to come". Other than Superhero, Sanlam's ...

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... Market will mean the business has access to Loan Market's technology. "We seek out businesses that look to lead the next generation of financial services and who embrace the combination of wealth management and mortgage broking," Loan Market chair Sam ...

Chief economist update: The next generation

BENJAMIN ONG  |  WEDNESDAY, 22 JUL 2020
... the 27 governments that make up the European Union (EU) unanimously agreed to an unprecedented €750 billion "Next Generation EU" (NGEU) Recovery Fund - to support member countries' recovery from the pandemic-induced recession, and multinational ...