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Showing 341 - 350 of 469 results for "Next Generation"

Super software provider outlines future plans

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... started to "ensure the company integrates the new wave of technology users into its future, whilst it builds the next generation of Financial Synergy team members." The company's offices in Sydney and Melbourne are being refreshed with a new work space ...

FSC, Deloitte name Future Leader Award winner

LAURA MILLAN  |  MONDAY, 2 NOV 2015
... ANZ Wealth Rajasree Variyar and AMP's Josh Waterhouse. "Our awards showcase the thinking and innovation of the next generation of leaders, which, combined with the experience and wisdom of our senior executives and mentors, can ensure that the future ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...

Medical risk leader joins Bombora

ALEX BURKE  |  TUESDAY, 6 OCT 2015
... dealer group that provides practice owners with a platform to collaborate, grow, mentor, attract and develop the next generation of risk advisers. "I'm also drawn to the Bombora way which is about professionalism, innovation and taking a leadership position ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
The next generation of financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... almost all the major wealth management brands - AMP, CFS, BT, ANZ, Macquarie, MLC, netwealth - now offer these next generation platform solutions to their advisers, whether that be in partnership with managed account platform providers Praemium, Hub24 ...

Government debt is not bad: Sicilia

DARREN SNYDER  |  THURSDAY, 17 SEP 2015
... not borrowing today was absurd and was simply passing the obligation of updating ageing infrastructure on to the next generation. "What the market is saying to the Australian government today is they are prepared to lend to the Australian government ...

Advisers key to encourage charitable giving

LAURA MILLAN  |  MONDAY, 7 SEP 2015
... significant advantages for advisers, by deepening their client relationships, allowing them to engage with the next generation, differentiating their service offering and increasing client referrals," Fay said.

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... SMSFs as people become more and more accustomed to the idea while the baby boomer retirement plays out and the next generation comes through." The latest edition of Financial Standard is out now. Click here to download it to your device.