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Showing 11 - 20 of 450 results for "Next Generation"

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
... collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which are both in liquidation, will remain AFCA members. UGC's scheduled membership end date of 31 March 2026 will no ...

AFCA reveals outcome of final lead decision

MATTHEW WAI  |  MONDAY, 2 MAR 2026
... Financial Complaints Authority (AFCA) has issued the lead decision against both United Global Capital (UGC) and Next Generation Advice, finding faults by both financial firms. The complainant of the lead decision, which AFCA explained the process of ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
... Services Group Australia and MWL Financial Services were also recently released, with United Global Capital and Next Generation Advice remaining as the only entities yet to receive their lead decision outcomes.

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... opportunities for high-net-worth clients. "Across the country, we are seeing more families transition wealth to the next generation, driven by the consolidation of family businesses, including those in the agricultural space. More people are also seeking ...

MWL complainants given $100k in lead decision outcome

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... benefit," it said. The lead decision reviews for Financial Services Group Australia, United Global Capital and Next Generation Advice are ongoing, and the ombudsman will continue to issue updates.

AFCA streamlines approach to over 1800 Shield, First Guardian complaints

MATTHEW WAI  |  MONDAY, 22 DEC 2025
... investors. The lead decisions for MWL Financial Services, Financial Services Group Australia, United Global Capital and Next Generation Advice have been issued by AFCA. Since reaching some 1659 complaints earlier this month, the number of complaints ...

Brookfield, sovereign wealth fund sign AI joint venture

JAMIE WILLIAMSON  |  WEDNESDAY, 10 DEC 2025
... global investment. Brookfield chief executive Bruce Flatt said he is thrilled to assist Qatar in investing in next generation AI and digital infrastructure. "As our inaugural AI infrastructure investment in the Middle East, this partnership combines ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... family, we're preserving one of Australia's great advisory brands while building a platform that can serve the next generation of investors." Young said Capital Haus shares Baker Young's philosophy, making it an easy decision to join the group. "We are ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... with specialist wealth management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into the Entireti's network of ...