Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 461 - 470 of 1947 results for "Generation"

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
The new offering, Pascoe Partners Invest, includes four diversified investment portfolios which cover a range of risk and return profiles as well as an ethical portfolio. The accounting and advisory firm said all four portfolios require a minimum of ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... years after it launched. Ronchi said TIQK's technology delivers key building blocks for Fourth Line's next-generation products with improved automation, meaning more rapid disruption of the highly fragmented advice assurance market. "Our first-generation ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
Generation Life has unveiled the next generation of its LifeIncome offering, introducing a new tool for financial advisers. LifeIncome was launched last year on the GBST cloud-based wealth administration platform, Composer. Responding to feedback from ...

ASIC chair calls out greenhushing

RACHEL ALEMBAKIS  |  TUESDAY, 6 JUN 2023
... significance," Longo said. "I would go so far as to say this is the biggest change in the financial services sector in a generation. We need to be prepared for that change as it unfolds. "Why? Because Australia is part of a global financial ecosystem. ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Year - Distribution category. The exchange-traded fund specialist also won Marketing Campaign of the Year - Consumer. Generation Life stood out in the Marketing Campaign of the Year - Industry category for its tax-aware investing campaign. Aware Super ...

Family offices look to infrastructure for alpha

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... infrastructure in part reflects the ways it has expanded beyond roads and bridges to include everything from power generation to waste management to food storage to digitalisation, as well as the numerous opportunities to support the maintenance and ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... that achieving a successful 'succession' isn't just about passing the chief executive baton to the next generation of family. Instead, it centres on a sustained continuity of the family and its wealth, treating the family business as an asset ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... more clients and ultimately extend our services to others that need our assistance. We also hope to inspire the next generation of advisers and increase awareness of the value that we bring to others through our profession."

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
... within the wealth space to the Allianz Retire+ team. They are committed to working closely with advisers to make next generation retirement solutions available for retirees." "Stephen's decades of experience and deep adviser relationships across ...