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Showing 21 - 30 of 371 results for "Next Generation"

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... Anne McDonnell said the platform is delighted to be continuing its support of Striver, providing education to the next generation of financial advisers. "As the demand for access to quality financial advice continues to rise, ensuring a strong pipeline ...

Rest to sell Endeavour stake

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... long-term objective to achieve a net carbon zero footprint for the fund by 2050. "Rest is committed to investing in next generation infrastructure, including the planned expansion of our portfolio of renewable assets through Rest's wholly owned Collgar ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented goals. Nearly nine of ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... financial advice, trading and market data and superannuation by reinvesting in our core software and building the next generation of advice software, industry connectivity and data and analytics capabilities. "I'm confident Iress' new organisational ...

Rest signs mandate with Palisade Impact Fund

CASSANDRA BALDINI  |  MONDAY, 17 APR 2023
... and contribute to practical solutions, social disadvantage and climate change. It achieves this by investing in next generation infrastructure and businesses providing essential services, it said. "At Palisade Impact we believe that impact investment ...

NSW Premier promises 'future fund' for children

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
... superannuation gave a generation the means to end their careers with dignity, the Kids Future Fund will give the next generation the financial platform to embark on their careers with confidence."

Women take the lead in private wealth: KPMG

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
... offices is increasing. "As we're seeing the transition of wealth from the baby boomer generation on to the next generation, as opposed to say, a century ago, when the wealth would have all gone to the eldest male, we're now seeing it being inherited ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... adviser and paraplanner number dwindling, survey results still don't provide too much comfort on where the next generation of paraplanners are coming from" the survey said. "More must be done to attract, educate and train new entrants." Looking at ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ...