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Showing 681 - 690 of 1952 results for "Generation"

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
The help of a financial adviser has been able to boost a client's portfolio by 5.2% per annum, according to new research. The fourth annual Russell Investments Value of an Adviser Report found that advisers' biggest contribution to clients is their ...

SuperConcepts names CIO, CTO

KARREN VERGARA  |  TUESDAY, 17 AUG 2021
... Christensen was made permanent chief executive on July 1. Forbes manages the CTO team, which is currently developing the next generation of SuperMate. "We're hitting our internal milestones and are on track to launch the new and improved product very ...

Engaged members expect more from super

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... said they are not confident with their current provider. "Hustling now and shining later" is a mantra for the young generation, the report found, meaning that over half want to retire older with more money, rather than retire younger with less money. ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... trust. Further, there are reputational risks such as claims against the family." Pfeifer said that the risk of one generation damaging the reputation of a family name cannot be overlooked. He pointed as an example to the Sackler family, whose company ...

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... and increasing regulatory requirements. It's important to address these issues by providing a highly-scalable, next-generation service to investors." Abrdn has not disclosed the sum of the transaction but noted it is expected to be completed in Q4 2021. ...

Acquisition to create APAC real assets heavyweight

JAMIE WILLIAMSON  |  FRIDAY, 6 AUG 2021
... financialisation of real estate in Asia Pacific," ESR chair Jeffrey Perlman said. "We are currently witnessing a 'once in a generation' change in real estate where leading global investors are seeking to rebalance their portfolios by divesting institutional ...

NSX partners with retail platform

ANNABELLE DICKSON  |  MONDAY, 26 JUL 2021
... the Marketech platform. "The NSX plays an important role in the early stage investment sector by offering the next generation of emerging Australian venture companies access to much needed capital. However, for investors it has been a challenge to gain ...

Janus Henderson hires global operations chief

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... to continue to enhance existing frameworks and use my experience in operations and technology to build out the next generation of data-driven, customer-centric operating models," Lowry said of his appointment. In March, the firm hired Aviva Investors' ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of the vertical integration model has opened up opportunities for cashed-up buyers. "In the ...

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... Renovation for Profit founder Cherie Barber, Queenie Tan's Investing & Money and Emma Edwards' The Brokerage Generation. HypeAuditor chief executive and co-founder Alex Frolov said the demographic highlights a trend among mostly female consumers ...