Search Results | Showing 31 - 40 of 459 results for "Next Generation" |
| | | ... straight lines, those who can bend without breaking - in mindset, in strategy, and in allocation - will define the next generation of success." |
| | | | Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ... |
| | | | ... volumes. "As more Australian investors turn to listed investments, and with ETFs set to play a leading role in the next generation of portfolios, ASX is proud to play a pivotal role in supporting investors to grow their wealth across the country." Meanwhile ... |
| | | | ... staff has loved their new environment, which is a transparent, highly active, and moving business." Targeting the next generation, Clime has taken to social media to reconnect with existing clients and their children. Clime's engagement on TikTok ... |
| | | | AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ... |
| | | | ... and Pivotal Diversified Fund. The banning took effect from August 14. Rankin was an authorised representative of Next Generation Advice between 13 September 2021 and 11 November 2022 when he allegedly recommended his clients set up self-managed superannuation ... |
| | | | ... and a strategic vision of retirement that is personalised, data-driven, and future-ready." "He represents the next generation of leaders in super - those who build with purpose and lead with conviction." In accepting the award, Chun said the super fund ... |
| | | | ... reported funder under administration (FUA) of $64.3 billion to 30 June 2025, marking an increase of 12%. Praemium's next generation IDPS Spectrum achieved quarterly net inflows of $339 million, resulting in FUA of $2.38 billion for the quarter, including ... |
| | | | ... between July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac Financial and Next Generation Advice recommended clients move their money to Shield. McQueen's ban took effect on June 14. ASIC said it understands that ... |
| | | | ... continued. "They're looking for platforms that can support education, embed good habits early, and evolve with the next generation of investors. AI tools will play a key role, but only if they're transparent, trusted, and built for learning." |
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