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Showing 271 - 280 of 459 results for "Next Generation"

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... top of that, 35% of the world's millionaires are over 60, and potentially preparing to transfer wealth to the next generation. At this stage, though, up to a third of wealth management groups in GlobalData's survey did not provide inheritance planning ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ...

Associations not sold on PC draft report

EMMA RAPAPORT  |  THURSDAY, 30 MAR 2017
... Services Council, which has long advocated for Super 2.0 - a new system which will be "fit for purpose and engage the next generation", backed the report and called the Productivity Commission a "highly credible and independent institution." "We wholeheartedly ...

AFA returning to its roots

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
... level is not diminished and our culture that we have worked so hard on over the last 70 years is passed onto the next generation of advisers. That culture in the main has been advisers passing on their knowledge to new entrants coming through," Bineham ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
Engaging the next generation and creating awareness of financial planning as a career is crucial to ensuring the future of the industry, according to the Financial Planning Association of Australia. Speaking to Financial Standard, FPA chief executive ...

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
... prepared for retirement, and it's unsurprising the super fund said "the situation is unlikely to improve for the next generation." Addressing the cause of retirement savings inadequacy, VicSuper pointed to a combination of increasing life expectancies ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... millennials a priority It is absolutely critical to the long-term health of your practice that you cultivate the next generation of clients. We've found that when wealth passes on from one generation to the next, the inheritor often finds a new adviser. ...

Westpac provides head start to wealth management

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... initiative helps Westpac to mark the beginning of our bicentennial year in the best way possible - by investing in the next generation of Australians and inspiring good savings habits with the potential to have a lifelong impact," Frazis said. The recent ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... Younger took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ ...