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Showing 261 - 270 of 459 results for "Next Generation"

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... what opportunities there were for advisers servicing some clients through their retirement, but also engaging the next generation - the lucrative but relatively un-tapped millennial market." "Harnessing evolving technology, and speaking to clients in ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... property ladder, while 53% cite saving for a deposit. Additionally about three quarters of Australians believe the next generation will never be able to afford to buy their home. "Current economic conditions combined with low wage growth and the high ...

ASX flags imminent blockchain transition

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... "massive complexities" around reconciling trades. Deputy chief executive Peter Hiom said replacing CHESS with the next generation of platform technology will not only reduce costs and risks for companies, but facilitate innovation in the financial markets. ...

Retirement income innovation severely lacking

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
... certainty, with lower returns and no market exposure. PIMCO head of Australia and New Zealand Adrian Stewart said the next generation of retirement solutions needs to consider the ability to mix certainty with market participation. "The Australian marketplace ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... the back office to the front," Investment Trends research director Recep Peker explained. "Planners envision the next generation of platforms to be feature rich, providing them support with plan production, modelling tools and interactive client review ...

SuperConcepts expands in Adelaide

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... SuperConcepts' expansion in South Australia will see Adelaide become a national hub for SMSF administration and develop the next generation of industry experts right here on our doorstep."

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... initiative to understand new financial products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial Standard, Daniel said consumers ...

Azimut investment play gets Lonsec approval

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... and at other fund managers." As reported in Financial Standard, Azimut's other notable Australian subsidiary, AZ Next Generation Advisory, brought its assets under management to nearly $5 billion with the acquisition of a Cairns-based financial advice ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... management is now taking on the accounting sector with the acquisition of a full-service accountancy firm. AZ Next Generation Advisory recently acquired Peters and Partners, a firm established in 2014 that provides business and taxation services, self-managed ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...