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Showing 11 - 20 of 30 results for "NextGen"

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Blow out there hasn't got a hope in hell." According to ASIC's Financial Adviser Register, Valvo was licensed by NextGen Financial Group at the time of the alleged conduct. In September 2021 he moved to We Are Gen Y before ceasing on 30 December ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... respected his business acumen and will profoundly miss his friendship." Trapnell cited Harrison's work in developing the NextGen bootcamp for young advisers and Synchron's legal battle against the State Revenue Office of Victoria in relation ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... Synchron under the new parent company while Prossor becomes a director. The Synchron brand will remain as is, while its NextGen program, which supports the professional development of advisers, will expand across the group. Synchron had 422 advisers ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... Trapnell commented that Crother's experience in working with financial advisers and the fact that she is a Synchron NextGen graduate, means she has an excellent understanding of the challenges and ambitions of Synchron advisers. "We are looking forward ...

Chief economist update: COVID-19 causes double-dip

BENJAMIN ONG  |  MONDAY, 3 MAY 2021
The Eurozone is back - back in recession, that is, dragged down into a double-dip by the coronavirus -- its resurgence (third time unlucky), its variants and the slow pace of vaccinations. Preliminary estimates released by Eurostat show the single-currency ...

Chief economist update: Light at the end of the Euro tunnel

BENJAMIN ONG  |  FRIDAY, 12 FEB 2021
It's beginning to look a lot like the Eurozone economy wouldn't be able to dodge a double-dip recession given tighter and/or extended coronavirus restrictions and lockdowns remain in place in many of its member countries. Eurozone GDP fell into ...

New fund to invest in AI companies

KANIKA SOOD  |  TUESDAY, 1 DEC 2020
... Melbourne boutique has launched a thematic fund that invests in businesses delivering artificial intelligence (AI) solutions. NextGen Funds Management's AI Technology Fund will invest in debt or equity in AI businesses in startup to pre-IPO life stages. ...

Synchron hires from MLC Life

ELIZA BAVIN  |  FRIDAY, 30 OCT 2020
... an excellent understanding of insurance, financial advice and practice development," Trapnell said. "She is also a 2017 NextGen graduate and a highly-valued member of the Synchron community." Congdon began her career as an insurance specialist with Commonwealth ...

Class bolsters tech team

ALLY SELBY  |  TUESDAY, 4 AUG 2020
... Class continue to grow and innovate. Jarrod Yates and Glen MacLarty have been appointed as head of technology product and NextGen respectively, and report directly to Class' chief technology officer Alexis Rouch. Rouch said she was delighted to welcome ...

Online lender appoints new CFO

EMMA RAPAPORT  |  THURSDAY, 12 JAN 2017
... has more than 25 years' experience in financial services and investor relations, having held positions at TrustDefender, NextGen Gaming, KPNQwest and KPMG Audit. OnDeck chief executive Cameron Poolman said Yohananov will be instrumental in "helping achieve ...