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Showing 31 - 40 of 621 results for %22Next Generation%22

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... globe. It found 60% of family offices will facilitate access to a broader range of financial services and solutions over the next three years. Over 70% of respondents said these third parties will provide access to an increasingly globalized network ...

ASFA names acting chief, chair

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... will bring tremendous energy and focus to the sector," Dransfield said. "As we are now less than two months away from our next conference, the board is pleased to welcome an industry veteran of such standing to lead the organisation through this busy ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... said: "We would like to thank Aman for all his contribution over the last five years and we wish him all the best in the next step of his career." Ramrakha has more than 25 years of experience in the financial services industry that spans experience ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... Australia. At the time, CALI chief executive Christine Cupitt said, it's important to play a part in fostering the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
Hopes are high for global family offices as Citibank's latest report records overall optimism for the next 12 months, notwithstanding concerns about inflation and geopolitical strife. According to Citibank's Global Family Office Survey Insights 2023 ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... greatest intergenerational transfer of wealth in history, with $3.5 trillion of wealth passing through the generations over the next two decades, strategic wealth management firms are reaching out to young people now. "If firms aren't trying to help ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... insurance industry leader who will act as a mentor. "CALI believes it is important to play our part to foster the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... Responsible. AMIST's product is now known as its Shares option, while ART has already said it will close this option next year. Three ClearView Retirement Plan options were also failed, along with five products from OneSuper. Insignia also featured ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... farmers want to know if selling or leasing their property will help family members, not just in this generation, but also the next." With this in mind, Gilmour said Integro has plans to expand its business further. "At this stage, we're focused on ...

Tax miners, major corporates to tackle housing shortage: CFMEU

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2023
... paid by fewer than 14 companies each year but, following some recent tweaks, is expected to raise about $15 billion over the next five years. In addressing some of the potential impacts of such a tax, Oxford Independent Economics said that while there ...