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| | | AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ... |
| | | | Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ... |
| | | | ... as another significant challenge impacting culture over the next 12 months. According to the World Economic Forum, Generation Z will make up 27% of the OECD workforce by 2025, highlighted A&O Consulting. "This means that employers face the prospect of ... |
| | | | ... Multi Asset Portfolio Service includes management, application and transaction facilitation, mail house support, and generation of a range of reports. It also includes third-party data feeds, importing clients' data held with banks and other financial ... |
| | | | As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ... |
| | | | ... people in their late 30s and 40s, with money to invest and confidence in their choices," she said. "The 'new' generation of investor is already here, and they are looking at what is on offer, weighing up their options and it seems robo-advice ... |
| | | | ... Minderoo's beneficiaries including its Walk Free, Collaborate Against Cancer, Flourishing Oceans, Frontier Technology, Generation One, No Plastic Waste and Thrive by Five initiatives. "As our world faces enormous challenges, we have elected to continue ... |
| | | | ... indicated that the strengthened Allianz Retire+ Advisory Board is primed to propel the company's delivery of the "next generation" of retirement income solutions. "With the Retirement Income Covenant (RIC) taking effect in July 2022 and regulators calling ... |
| | | | 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 ... |
| | | | ... 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 ... |
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