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Showing 21 - 28 of 28 results for "NextGen"

EY appoints family office specialist

MARK SMITH  |  MONDAY, 10 NOV 2014
... EY's comprehensive suite of resources, including our Family Business Centre of Excellence thought leadership hub, our NextGen Academy that trains young family business successors, and the depth and breadth of advice from our global tax and finance network. ...

Superpartners suspends platform development

JAMES FERNYHOUGH  |  TUESDAY, 1 JUL 2014
... commence a detailed assessment of the options available to them. "During this time work on the core registry component of the nextGEN project has been suspended. We have decided to do this in the interest of good process and good governance because our ...

BT eyes accountants with new platform

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
BT Financial Group is preparing to address trends in the financial services industry with the launch of the NextGen platform, which eyes both accountants and self-managed super funds (SMSF). The new platform is aimed at supporting an accountant-adviser ...

Compliance stifling innovation: BTFG

MELANIE TIMBRELL  |  WEDNESDAY, 26 SEP 2012
... platform products said, while predicting an evolution in the way technology is used. Kelly Power said the three to five year nextGen business strategy program had in many respects gone "back to basics" in focusing on front end user interface and back-end ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
... their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join Wealth Enhancers last year and is currently the firm's strategic financial adviser. The Sydney ...

Synchron grows adviser base by 40pc

COMNPANY RELEASE  |  TUESDAY, 9 FEB 2010
... (one adviser). "Our Qeensland state manager, Gerry Porter, has been successful in prospecting off the back of the... 2009 NextGen conference for under 40's advisers on the Gold Coast late last year," said Don Trapnell, director, Synchron. The increase ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon death, are transferred tax free to each nominated beneficiary ...
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