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| | | 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 ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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