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Showing 531 - 540 of 2010 results for "Generation"

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... more clients and ultimately extend our services to others that need our assistance. We also hope to inspire the next generation of advisers and increase awareness of the value that we bring to others through our profession."

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
... within the wealth space to the Allianz Retire+ team. They are committed to working closely with advisers to make next generation retirement solutions available for retirees." "Stephen's decades of experience and deep adviser relationships across ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
According to new data, the nation is swapping out the dream of a white picket fence for the dream lifestyle and combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... owner, and we are all partners together." Blackwattle Investment Partners describes itself as a proudly Australian "new generation fund manager" with "an offer not yet seen before."

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... been many years in the making, and we're confident that coupling our strong focus on quality and free cashflow generation will set us apart from the pack." Also commenting, Nguyen noted the quality-biased strategy is backed by Johnston and his combined ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... "Whether you are a millionaire portfolio holder or not, Fortescue Metals is the number one stock traded by our oldest generation," Selfwealth explained. Solely focusing on millionaire portfolio holders, it said there are some stocks preferred by HNW ...

Former super fund investment chief lands new gig

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
Foresters Financial has appointed former Media Super executive Michael McQueen as its new chief investment officer. McQueen brings 15 years' experience in financial services to Foresters, including extensive experience in super fund mergers, most recently ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... terms of making advice affordable and accessible to more Australians but in terms of employing and training the next generation of advice professionals," he said. "Our strategic partnerships signal to the market that Invest Blue is an innovative and ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... Anne McDonnell said the platform is delighted to be continuing its support of Striver, providing education to the next generation of financial advisers. "As the demand for access to quality financial advice continues to rise, ensuring a strong pipeline ...