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| | | ... $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing the transition - making continuity planning a focus for the business and the family ... |
| | | | JPMorgan has filed a trademark for an AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to ... |
| | | | Real estate and advisory firm LAWD partnered with fractional investing platform Bricklet to launch LAWD Bricklet, a venture designed to democratise ownership of Australian farmland. The offering sees a LAWD Bricklet 'head title' split into a co-ownership ... |
| | | | ... with unprecedented demand. Affinia has practices across Australia, including risk specialists and holistic financial advisory firms, with Count saying the merger will add an "important capability" to its business as it expects to grow risk advice capability ... |
| | | | Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ... |
| | | | ... unlisted property funds, mandates, clubs and joint ventures in Australia and offshore. In this role, he also sat on several advisory boards and investor investment committees. Before that, he spent more than seven years years with Jones Lang LaSalle ... |
| | | | ... founded the firm and serves as executive director, is a former chief executive of Christian Super and currently works in an advisory capacity with the likes of For Purpose Investment Partners, Impact Investing Australia, and Australian Impact Investments. ... |
| | | | ... financial services, spending time at Bain Capital, Wellington Management, Goldman Sachs, Acorn Capital and Investor Capital Advisory. "Daniel and Anthony have a proven track record, defending investors' capital during the most challenging of environments ... |
| | | | ... immediately" and be replaced by acting chief executive Kristin Stubbins. Once Seymour had stepped down, former PwC financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory also exited their positions ... |
| | | | ... is the official media partner to the conference. Mirova chief investment officer Jens Peers, independent director and advisory board member Fiona Reynolds, RIAA executive manager Estelle Parker, and professor of political science and associate dean international ... |
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