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| | 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 ... |
| | | ... Looking even further ahead, it said that HNWs expect to pass down close to $2 trillion worth of assets to the next generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning ... |
| | | AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ... |
| | | ... said. "If you don't have any Gen Zs in your workforce right now, you will really soon. Within six years, this next generation will be 31% of the labour market. So, we're going to be working with a lot more of them." From a client perspective ... |
| | | ... dollars, more than the GDP of Australia and New Zealand combined, are set to move from the Baby Boomers to the next generation in the coming years." Therefore, Fischer said, these trends are really driving some of the shifts in adviser behaviour, with ... |
| | | ... at JANA to bring the best of operations and governance to our clients' beneficiaries as well as helping the next generation coming into our industry." Leaper has over 14 years of experience in financial services, having previously worked for National ... |
| | | ... employ thousands. "In the next decade, employees will take their experiences from these companies and start the next generation of companies that follow, and Blackbird will be there to partner with them," she concluded. This fund comes exactly a decade ... |
| | | ... number of people accessing advice, working with government to shape reform packages, or mentoring and educating the next generation of advisers. "With more Australians moving into retirement in the next decade and a new wave of budding investors gaining ... |
| | | ... thanked Lloyd-Hurwitz for her "remarkable leadership over the past decade." "I'm looking forward to seeing the next generation of leaders take this great company forward," Mulcahy concluded. Mirvac's chair-elect Rob Sindel said: "When considering this ... |
| | | AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ... |
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