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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 ... |
| | | | ... 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 ... |
| | | | ... potential opportunities are broad and include initiatives related to green hydrogen, solar, wind, hydro-electric power generation and battery storage, along with the infrastructure required to enable the electrification of the economy." He added that ... |
| | | | Growth in fund complexity and managing assets in-house has triggered intensive efforts by pension funds to beef up their operational and support functions. JANA principal consultant and head of operational consulting, Jo Leaper, says there is a growing ... |
| | | | ... markets in the past, shifts to the private markets," he said. "Investors can benefit from potentially greater wealth generation through investment in private companies, and in particular, venture capital which has generally delivered stronger returns ... |
| | | | ... 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 ... |
| | | | ... advice policy settings are left unchanged only a third of retirees will get financial advice over the next decade. "A generation of retiring Australians would benefit from high quality and affordable financial advice that is fit for purpose, on the topics ... |
| | | | 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 ... |
| | | | Holowesko Partners has been added to Future Generation's global investment portfolio. Holowesko Partners was founded in 2001 by Bahamas-based Mark Holowesko, who previously served as director, chief investment officer and director of research Franklin ... |
| | | | ... sit-down for their annual review," he said "The next level is when we start to see your clients, particularly the younger generation clients, say: "Rather than jumping on a Zoom call, can we put on a headset and meet in a virtual space for our annual ... |
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