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Showing 11 - 20 of 372 results for "Next Generation"

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... Australia. At the time, CALI chief executive Christine Cupitt said, it's important to play a part in fostering the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... insurance industry leader who will act as a mentor. "CALI believes it is important to play our part to foster the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

Does ESG have a fiduciary issue?

ROSE MARY PETRASS  |  MONDAY, 17 JUL 2023
... complicate matters for general partners, many remain committed to ESG. Increased scrutiny "is going to catalyse the next generation of ESG. And I do see that more as an opportunity than a risk at this stage," Yovanka Bylander, head of sustainability ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... is the direction of travel for families in the region," Ocorian said. What's more, 86% of respondents said the next generation is "much more involved" (35%) or "more involved" (51%), demonstrating a strong interest in understanding and influencing the ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... indicated that the strengthened Allianz Retire+ Advisory Board is primed to propel the company's delivery of the "next generation" of retirement income solutions. "With the Retirement Income Covenant (RIC) taking effect in July 2022 and regulators calling ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
Generation Life has unveiled the next generation of its LifeIncome offering, introducing a new tool for financial advisers. LifeIncome was launched last year on the GBST cloud-based wealth administration platform, Composer. Responding to feedback from ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... that achieving a successful 'succession' isn't just about passing the chief executive baton to the next generation of family. Instead, it centres on a sustained continuity of the family and its wealth, treating the family business as an asset ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... more clients and ultimately extend our services to others that need our assistance. We also hope to inspire the next generation of advisers and increase awareness of the value that we bring to others through our profession."

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
... within the wealth space to the Allianz Retire+ team. They are committed to working closely with advisers to make next generation retirement solutions available for retirees." "Stephen's decades of experience and deep adviser relationships across ...