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Showing 221 - 230 of 459 results for "Next Generation"

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... 2025 onwards is the greatest wealth transfer in history, as Baby Boomers start to transfer their wealth to the next generation."

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... planning. About one quarter of wealth managers surveyed voted this as the most important factor in retaining the next generation of HNWs. Next, 21.6% of wealth managers thought encouraging clients to involve heirs in the financial decision-making process ...

Fintech specialist joins platform provider

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... Patrick Handley said. "Being responsible for developing our IT strategy, Mahoney and his team will implement a next generation wealth management platform for our advisers and their clients," Handley said. Mahoney is a former head of digital transformation ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... robo-adviser may be ahead of their time, given high net-worth demand for robo-advice is on the rise among the next generation of investors. "While robo-advice is here to stay, it will take time to cement itself. The digitally-savvy next generation will ...

Nikko launches global disruption fund

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... enablers and beneficiaries" of innovations focused on robotics, automation, energy storage, genomic sequencing and next generation internet technologies. Nikko said ARK's definition of disruptive innovation was the introduction of a technologically enabled ...

Millennials looking for impact: Research

HARRISON WORLEY  |  THURSDAY, 23 AUG 2018
... president, head of ESG and investment stewardship Guillaume Mascotto, said the research demonstrated the outlook of the next generation of investors. "This research shows that interest in impact investing continues to grow across all age groups but particularly ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... challenging to keep a nearly 9000-page curriculum up to date, and we take that task very seriously to prepare the next generation of investment managers for the demands of the global capital markets," Horan said. As at FY18, more than 10,000 Australian ...

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
AZ Next Generation Advisory confirmed Henderson Maxwell will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has ...

GROW Super seeks RSE licence

JAMIE WILLIAMSON  |  MONDAY, 28 MAY 2018
In recent years new superannuation players have emerged, each with a view to transform the system for the next generation. Although six of the 17 new super products to enter the fray are still yet to officially launch, they have already shaken the industry's ...

PIMCO and Allianz begin hiring spree for new business

ALEX BURKE  |  THURSDAY, 17 MAY 2018
... Speaking to Financial Standard, Stewart said PIMCO was "very excited to be getting close to going live with the next generation of retirement income products." He said that by bringing together the global expertise of Allianz and PIMCO, the new business ...