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Showing 41 - 50 of 372 results for "Next Generation"

Ray Dalio bows out of Bridgewater

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... accomplished. Shifting from being a founder-led boutique to being an enduring institution led successfully by the next generation," the pair explained. In a post, Dalio commented that he is shifting company control to the next generation. "This transition ...

Allianz Retire+ bolsters executive team

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... planning community. "His experience and extensive network align to our refreshed distribution approach to deliver next generation retirement income solutions on platform," he said. With over 25 years clocked in financial services, Weir has held roles ...

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
... savings and investments." "I am excited about the future for Raiz, especially the renewed focus on educating the next generation on building financial security." Raiz chair Harvey Kalman commented: "I'm going to miss having George's unique perspective ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... retirement planning and investment strategy reviews. HNWs expect to pass down $1,950 billion worth of assets to the next generation, equating to around 69% of their total assets. However, when seeking advice upon receiving an inheritance, less than 10% ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... family offices are concerned with at the moment is preserving the value of their assets (65%) and preparing the next generation to be responsible wealth owners (51%). The report also stated that leadership successions at the family, family office or ...

Top concerns of the rich revealed: Survey

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
... in preparing for the future. This includes preserving the value of the family's assets (65%), preparing the next generation to transition into leadership roles as responsible wealth owners (51%) and managing transitions (43%).

Anton Tagliaferro announces retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... 25 years, Investors Mutual founder Anton Tagliaferro will retire, saying the time is right to hand over to the next generation. Tagliaferro founded Investors Mutual in 1998, having previously been with Prudential and Perpetual. The retirement has been ...

Kim Kardashian launches PE firm with Carlyle veteran

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
Kim Kardashian has co-founded SKKY Partners, with plans to make both control and minority investments in the next generation of consumer and media companies. In addition to leveraging Kardashian's global reach and social media influence, SKKY Partners ...

Super wars not over: Swan

CHLOE WALKER  |  WEDNESDAY, 7 SEP 2022
... employers, to meet the attacks which are going to continue to come over the next 30 years. "We need to find the next generation of CFOs, CIOs, and trustees that are going to breathe much more life into that collaborative model, as it continues to be ...

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
... globally and as Australian employers we need to reframe how we engage with our existing talent and standout to the next generation," Nell said. "The Findex leadership team is very much cognisant of this, and I am excited to hit the ground running with ...