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Showing 301 - 310 of 459 results for "Next Generation"

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... six months. Fortnum Financial Advisers and FPSA managing director, Joel Taylor, said the group represented the next generation of professional advisory firms, noting the average age of an FPSA adviser was 41-years-old. "We're excited to have such high ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... according to Lesh. "It is so advanced, automated, ticks all the boxes and connects all the dots, it truly is the next generation SMSF solution." MORE Super has been providing an outsourcing solution to accounting and financial planning practices, for ...

Folkestone buys first asset for senior living fund

MARK SMITH  |  THURSDAY, 7 JUL 2016
... Watermark Partnership for our seniors living platform. "Watermark Castle Cove is an outstanding example of the next generation of retirement living communities which offers quality accommodation and premium facilities and services to an ageing population. ...

CalPERS increasing emerging manager exposure

DARREN SNYDER  |  TUESDAY, 28 JUN 2016
... potential for success; accessing unique investment opportunities that may otherwise be overlooked; and cultivating the next generation of external portfolio management talent," Weir said. The Transition Manager Program will make up to US$7 billion in ...

NAS selects StatPro Revolution

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... of the need to address the changing need of clients. "The StatPro Revolution platform not only represents the next generation of analytics software, but also enables daily online access to performance and risk analytics. This will enable clients to better ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
... with low correlations to traditional investment strategies." Current strategies include Industrial Innovation, Next Generation Internet, The Genomic Revolution, 3D Printing, Israel Innovative Technology and a broader Disruptive Innovation strategy. Commenting ...

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
Family offices benefit in the long run when a leader learns how to transition over to the next generation, according to Mutual Trust client services director Brad Simmons. In an "open letter to the family patriarch," Simmons noted the difficulty some ...

Family office administration wasted on inefficient reporting: FOX

ALEX BURKE  |  FRIDAY, 27 MAY 2016
... contribute to the true strategic objectives of a family office - things such as succession planning, educating the next generation of owners, or protecting and growing the family's assets." To remedy the issue, Simmons first suggested cutting back on ...

First SMSF app launched

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... transparent for people interested in taking control of their retirement savings. "There is a lot of talk around the next generation to retire being disengaged with their super. What we see is that the industry hasn't given them a platform to be engaged ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... coming months with further interest also being sought by licensees with their own MDA Operator license seeking next generation integrated solutions.