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Showing 11 - 20 of 376 results for "Next-Generation"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... confidence that their savings will sufficiently support their desired lifestyle while transferring wealth to the next generation. Additionally, a major concern in leaving a financial legacy is navigating family dynamics, a challenge fraught with complexities ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... engagement between advisers and their HNW clients is becoming increasingly important, particularly considering the next generation of digitally native heirs. However, Investment Trends head of research Irene Guiamatsia said that HNWs still struggle with ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... "Risk specialists have an important role in the life insurance ecosystem, so it is important that we foster the next generation of talent." This, Gooderick said, will ensure that consumers understand their life insurance needs, secure adequate cover ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between the generations. The next generation has a high demand for financial planning, but their service expectations are different to their parents. Financial planners ...

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 ...