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Showing 511 - 520 of 1947 results for "Generation"

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering a guaranteed income for life. The solution provides full advice platform integration opportunities ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... and Y women (under 42) were engaged compared to 34% of Baby Boomers. Although this cohort is no longer the youngest generation (28-42 years old) the report said they will represent the largest part of the workforce (75%) by 2025. The data further revealed ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

Pella broadens horizons, launches UCITS fund

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Pella Funds Management's offering is gaining traction abroad, with the Sydney-based firm launching a UCITS fund in Europe. Pella has launched the Pella Global Securities Sustainable Fund, domiciled in Luxembourg. It applies the same strategy as its ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... will touch all aspects of the advice process, including data gathering, portfolio monitoring, transactions, advice generation and authoring, insurance underwriting and client education," it said.

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
In an ASX announcement, Generation Development Group (GDG) has reported negative quarterly gross inflows, down 38% on the period prior. GDG's net inflows were $59 million in the December quarter. The business also had $114 million sales inflows. GDG ...

Dimensional names new chief executive

ELIZABETH FRY  |  MONDAY, 23 JAN 2023
Bhanu Singh has taken over from Glenn Crane as Dimensional Fund Advisors chief executive as part of a long-planned generational change in leadership. Singh, a long-time senior investment professional at the systematic investor, will remain head of Asia ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... adviser and paraplanner number dwindling, survey results still don't provide too much comfort on where the next generation of paraplanners are coming from" the survey said. "More must be done to attract, educate and train new entrants." Looking at ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
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 ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
... brings to the table, he added. "We have also seen salaries a little bit higher depending on the candidate's revenue generation, or if there might be an opportunity for equity in the business or short term/long term incentive schemes," he said. "Businesses ...