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Showing 291 - 300 of 1946 results for "Generation"

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
Generation Development Group (GDG) has reported record growth in the September quarter with its funds under management (FUM) now nearing $3.6 billion on the back of major inflows. GDG's FUM is up 33% - close to $1 billion - on the prior corresponding ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... the cost of living, and a complex investment landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial adviser are more likely to understand the changing financial landscape and feel ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... "We are pleased to welcome the Flux team to Netwealth. They have achieved strong success in engaging with the next generation of young adults, particularly the Emerging Affluent segment, on their finances and investments since 2020," Heine said. "It ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... younger people entering the profession, there's never been a greater need for sound and trusted advice." AZ Next Generation Advisory (AZ NGA) acquired Pride Advice in 2015, which had $180 million in assets under management at the time. AZ NGA is ...

'Alarming' figure in retirement research

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... system. Gen Z were the second biggest supporters of the superannuation system (89%) after Baby Boomers (93%). The Silent Generation (87%), Gen X (84%), and Millennials (83%) were not far behind, with all generations declaring strong support for Australia's ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Trust in financial advisers is at an all-time high, according to a new survey from the Financial Advice Association Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
A global investment manager has injected $240 million in AZ Next Generation Advisory (AZ NGA) and will become its largest shareholder. Oaktree Capital Management will help AZ NGA further expand its reach as its growth and succession partner, taking ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... List (APL). Integration of broker order pads and bank data feeds. Upgraded applications portal with automatic form generation. Digital account management, allowing advisers to use regulatory data such as Anti-Money Laundering (AML), Common Reporting ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... executive Todd Barlow said the company had performed well against its three key objectives, being to increase cash generation, grow the portfolio and manage investment risks. "Our strategy of long-term commitment to building value, strength in conviction ...