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Showing 661 - 670 of 1954 results for "Generation"

Ex-Pengana staff launch boutique

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management. Pella's chief investment officer Jordan Cvetanovski and managing director Steven Glass have set up shop following their surprise exodus in March. Former Pengana ...

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... business Robyn Langsford said the report shows that family offices are evolving quickly and that both first and second-generation families are focused on continuing to deliver capital growth, not just on preserving wealth. "Notably, the period of the ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

RIAA, HESTA back key First Nations project

RACHEL ALEMBAKIS  |  WEDNESDAY, 13 OCT 2021
Businesses and investors including HESTA and Lendlease have launched an initiative that will focus on strengthening Australia's First People's heritage laws. The First Nations Heritage Protection Alliance, the Global Compact Network Australia (GCNA) ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... the main area people will seek advice on, while 61% said it will be in relation the transferring wealth to the next generation. A further 47% cited ageing and long-term care needs. Elsewhere, 42% of professionals believe technology will have the greatest ...

ASFA urges net zero 2050 targets

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... investment going into renewable energy sources than fossil fuel and nuclear technologies. "In Australia 21% of electricity generation came from renewables in 2019, with renewable energy consumption growing by 5% in 2018-19.27 Over the long term, the ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... services to Asian entrepreneurs, families and family offices," Alvarium said. "A particular focus will be advising next generation wealth across the Asia Pacific region, coordinating and advising on the establishment of family office structures and leveraging ...

Actuary of the Year named

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
The Actuaries Institute named the principal at Sydney-based actuarial consultancy Taylor Fry as the 2021 Actuary of the Year for his work on social issues. Hugh Miller focuses on using data and complex analysis to improve public policy outcomes including ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ...

Boutique hires portfolio manager from Ausbil

ELIZABETH MCARTHUR  |  THURSDAY, 23 SEP 2021
... companies with a durable competitive advantage, organic growth opportunities, appropriate debt levels and strong cash flow generation," Burns said.