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Showing 51 - 60 of 621 results for %22Next Generation%22

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... that achieving a successful 'succession' isn't just about passing the chief executive baton to the next generation of family. Instead, it centres on a sustained continuity of the family and its wealth, treating the family business as an asset ...

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 ...

Former super fund investment chief lands new gig

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... in the market, so the decision to join and play a role in its future success was easy to make." "I am excited by what the next stage holds for Foresters Financial as the market and regulatory changes allow for further growth and expansion."

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 ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... which were located in Asia Pacific - cited recession, geopolitics, and inflation as their top three concerns going into the next one to two years. A significantly higher proportion of family offices in APAC (73%) are concerned about geopolitics than ...

Rest to sell Endeavour stake

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... long-term objective to achieve a net carbon zero footprint for the fund by 2050. "Rest is committed to investing in next generation infrastructure, including the planned expansion of our portfolio of renewable assets through Rest's wholly owned Collgar ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented goals. Nearly nine of ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... time." He added that he is not leaving to take up a new role but is looking forward to taking time off to think through his next steps. "I intend to continue my interest in the sustainable finance space - consistent with the great work that we have been ...